Funds From: ioccx - ICON Risk-Managed Balanced C - Morningstar 1 Star Rated Fund to sfvcx - ClearBridge All Cap Value C - Morningstar 1 Star Rated Fund


  • Holdings: Clearwire Comm 144A 14.75% , Signature Bank , Alliance Data Systems Corp , LyondellBasell Industries NV , Oceaneering International ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: SunAmerica Select Dividend Growth A , SunAmerica Strategic Value A , SunAmerica Focused Alpha Large-Cap A , SunAmerica Focused Alpha Growth A , SunAmerica Focused Dividend Strategy A ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 1 Stars
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  • Holdings: Hewlett-Packard Co , Walter Investment Management Corp , Spectrum Brands Holdings Inc , Microsoft Corp , Dundee Corporation Class A ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , United Rentals Inc , Facebook Inc Class A , Synchronoss Technologies Inc , RF Micro Devices Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: SPDR® Gold Shares , Switzerland (Govt) 2.5% , Switzerland (Govt) 3% , iShares Silver Trust , Microsoft Corp ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Huntington World Income Instl , Federated Short-Interm Ttl Ret Bd Instl , Federated Total Return Bond Instl , Federated Mortgage Instl , Huntington Dividend Capture Instl ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 500 Y , Putnam Dynamic Asset Allocation Cnsrv Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 1 Stars
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  • Holdings: Superior Energy Services Inc , Helmerich & Payne Inc , AltaGas Ltd , Cameron International Corp , Southwestern Energy Co ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
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  • Holdings: Sinclair Broadcast Group Inc , Japan Airlines Co Ltd , SPDR® Gold Shares , Nexstar Broadcasting Group Inc Class A , Suncor Energy Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Mitsui Fudosan Co Ltd , Sun Hung Kai Properties Ltd , Unibail-Rodamco SE , Mitsubishi Estate Co Ltd , Westfield Corp ,
  • Category: Global Real Estate
  • Morningstar Rating: 1 Stars
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  • Holdings: Health Care Select Sector SPDR® ETF , Akre Focus Instl , Third Avenue Focused Credit Instl , Hotchkis & Wiley Value Opps Instl , Invesco Global Low Volatility Eq Yld A ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Clearwire Comm 144A 14.75% , Oceaneering International , LyondellBasell Industries NV , Home Depot Inc , Avery Dennison Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares MBS , SPDR Barclays International Treasury Bd , Walgreen Co , CVS Caremark Corp , Germany (Federal Republic Of) 3.5% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation , Sumitomo Mitsui Financial Group Inc , AIA Group Ltd ,
  • Category: Financial
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 1 Stars
Sign-up for pymcx investment picks
  • Holdings: Calpine Corp , NRG Energy Inc , Edison International , PG&E Corp , National Grid PLC ,
  • Category: Utilities
  • Morningstar Rating: 1 Stars
Sign-up for putcx investment picks
  • Holdings: Invesco Balanced-Risk Agrsv Allc , Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
Sign-up for tneax investment picks
  • Holdings: Johnson Controls Inc , Cosan Ltd , Eaton Corp PLC , Covanta Holding Corp , Quanta Services Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
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  • Category: World Bond
  • Morningstar Rating: 1 Stars
Sign-up for ftiix investment picks
  • Holdings: Korea Electric Power Corp , Tencent Holdings Ltd. , Tupras-Turkiye Petrol Rafineleri A.S. , Komercni Banka AS , OTP Bank PLC ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 1 Stars
Sign-up for dsicx investment picks
  • Holdings: Questcor Pharmaceuticals Inc , UnitedHealth Group Inc , Hewlett-Packard Co , Apple Inc , Qualcomm Inc ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Nationwide Bond Index Instl , Nationwide S&P 500 Index Instl , Nationwide International Index Instl , Nationwide Portfolio Complt Instl , iShares Intermediate Credit Bond ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 1 Stars
Sign-up for nwdax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
Sign-up for lmsbx investment picks
  • Holdings: Merck & Co Inc , Novartis AG ADR , Chevron Corp , Walt Disney Co , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for sfvcx investment picks
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Funds From: ioccx - ICON Risk-Managed Balanced C - Morningstar 1 Star Rated Fund to sfvcx - ClearBridge All Cap Value C - Morningstar 1 Star Rated Fund
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