| BUY: |
Buy |
| ACM: |
Accumulate |
| NTL: |
Neutral |
| FV: |
Fully Valued |
| Add FL: |
Added to Sector Focus List |
| Drop FL: |
Removed from Sector Focus List |
| Add AG-MP: |
Added to Model Portfolio - Aggressive Growth |
| Drop AG-MP: |
Removed from Model Portfolio - Aggressive Growth |
| Add AV-MP: |
Added to Model Portfolio - Aggressive Value |
| Drop AV-MP: |
Removed from Model Portfolio - Aggressive Value |
| Add CG-MP: |
Added to Model Portfolio - Conservative Growth |
| Drop CG-MP: |
Removed from Model Portfolio - Conservative Growth |
| Add CIG-MP: |
Added to Model Portfolio - Conservative Income & Growth |
| Drop CIG-MP: |
Removed from Model Portfolio - Conservative Income & Growth |
| Add C-MP: |
Added to Model Portfolio - Conservative |
| Drop C-MP: |
Removed from Model Portfolio - Conservative |
| Add GL-MP: |
Added to Model Portfolio - Global Leaders |
| Drop GL-MP: |
Removed from Model Portfolio - Global Leaders |
| Add MB-MP: |
Added to Model Portfolio - Moderate Blend |
| Drop MB-MP: |
Removed from Model Portfolio - Moderate Blend |
| Add MDG-MP: |
Added to Model Portfolio - Moderate Dividend & Growth |
| Drop MDG-MP: |
Removed from Model Portfolio - Moderate Dividend & Growth |
| Add MG-MP: |
Added to Model Portfolio - Moderate Growth |
| Drop MG-MP: |
Removed from Model Portfolio - Moderate Growth |
| Add MV-MP: |
Added to Model Portfolio - Moderate Value |
| Drop MV-MP: |
Removed from Model Portfolio - Moderate Value |
| Add TASF-MP: |
Added to Model Portfolio - Technical Analysis Sector Focus |
| Drop TASF-MP: |
Removed from Model Portfolio - Technical Analysis Sector Focus |
| Add CBFL: |
Added to Model Portfolio - Convertible Bond Focus List |
| Drop CBFL: |
Removed from Model Portfolio - Convertible Bond Focus List |
| Add AB-MP: |
Added to Model Portfolio - Aggressive Blend |
| Drop AB-MP: |
Removed from Model Portfolio - Aggressive Blend |
| Add SIO-MP: |
Added to Model Portfolio - Strategic Income Opportunity |
| Drop SIO-MP: |
Removed from Model Portfolio - Strategic Income Opportunity |
H&R Block Financial Advisors, Inc. has become Ameriprise Advisor Services, Inc., an Ameriprise Financial company and is no longer affiliated with HRB, Inc. or any of its affiliates. Investments and financial advisory services are offered through Ameriprise Advisor Services, Inc. Member NYSE/FINRA/SIPC. All references in this website to H&R Block Financial Advisors, Inc. should now be considered references to Ameriprise Advisor Services, Inc. Some products and services described in this website may not be available in all jurisdictions or to all clients.
