Funds From: mcfcx - Miller Convertible Bond C - Morningstar 2 Star Rated Fund to lpcpx - BlackRock LifePath 2050 Investor C - Morningstar 2 Star Rated Fund


  • Holdings: Miller Convertible Bond Fund , Barclays Bk , Renewable Engy Grp Cv 2.75% , New Mtn Fin 144A Cv 5% , Tcp Cap 144A Cv 5.25% ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Total SA , Microsoft Corp , Wells Fargo & Co , E-mini S&P 500 Index Future Sept14 ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 2 Stars
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  • Holdings: Oversea-Chinese Banking Corp Ltd , Samsung Electnc Pfd , Jardine Strategic Holdings Ltd , HSBC Holdings PLC , Swire Pacific Ltd Class A ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 2 Stars
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  • Holdings: Vanguard REIT Index ETF , Real Return Funds , iShares MSCI EAFE , Vanguard Total Stock Market ETF , US Treasury TIP ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Illumina Inc , Twitter Inc , Tesla Motors Inc , Intuitive Surgical Inc , LinkedIn Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares Russell Mid-Cap Value , Entergy Corp , Cigna Corp , DTE Energy Holding Co , CenterPoint Energy Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Spirit Airlines Inc , NXP Semiconductors NV , TE Connectivity Ltd , Hanesbrands Inc , Fidelity National Information Services Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for oigbx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Chevron Corp , British American Tobacco PLC ADR , Coca-Cola Co ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for fmamx investment picks
  • Holdings: AbbVie Inc , LyondellBasell Industries NV , Morgan Stanley , Time Warner Inc , Carrefour ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for GGECX investment picks
  • Holdings: Northern Oil & Gas Inc , Acadia Healthcare Co Inc , Align Technology Inc , Icon PLC , ARRIS Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG , Chevron Corp , Johnson & Johnson , Exxon Mobil Corporation , Nestle SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for twmlx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
Sign-up for pnncx investment picks
  • Holdings: Wistron Corp , KWG Property Holding Ltd , Radiant Opto-Electronics Corp , Banco do Brasil SA BB Brasil , Komercni Banka AS ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank of America Corporation , Apache Corporation , Oracle Corporation , FedEx Corp , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
Sign-up for fnypx investment picks
  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Special Opps Eq Inst , Sterling Capital Equity Income Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for bcgtx investment picks
  • Holdings: Hewlett-Packard Co , Pfizer Inc , Kroger Co , Hess Corp , Citigroup Inc ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for agvix investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Exxon Mobil Corporation , Apple Inc , Microsoft Corp , Chevron Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for FEXKX investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for nitcx investment picks
  • Holdings: SanDisk Corp , Apple Inc , ASML Holding NV , Cardinal Health Inc , Check Point Software Technologies Ltd ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for ngqax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for cbpsx investment picks
  • Holdings: Exxon Mobil Corporation , Pfizer Inc , Johnson & Johnson , Bank of America Corporation , Hewlett-Packard Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for abvax investment picks
  • Holdings: Cavium Inc , Tuesday Morning Corp , Acadia Healthcare Co Inc , Monolithic Power Systems Inc , Sanchez Energy Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for nsncx investment picks
  • Holdings: Invesco Cayman Commodity Fund Iii H , PowerShares DB Gold ETF , US Treasury Note ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for mfafx investment picks
  • Holdings: MIP Active Stock Master , MIP International Tilts Master Portfolio , BlackRock Russell 1000 Index T , BlackRock CoreAlpha Bond Investor A , iShares Cohen & Steers REIT ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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Funds From: mcfcx - Miller Convertible Bond C - Morningstar 2 Star Rated Fund to lpcpx - BlackRock LifePath 2050 Investor C - Morningstar 2 Star Rated Fund
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