Funds From: gpiox - Grandeur Peak International Opps Inv to advax - API Efficient Frontier Value A


  • Holdings: Magellan Financial Group Ltd , Clinigen Group PLC , RPS Group PLC , Melexis , China Medical System Holdings Ltd. ,
  • Category: Foreign Small/Mid Growth
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  • Holdings: HSBC Holdings PLC ADR , General Electric Co , BP PLC ADR , Merck & Co Inc , Newell Rubbermaid Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Category: Currency
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Master Basic Value For Br_grw , Master Large Cap Gr For Br_grw , BlackRock Capital Appreciation BlackRock , BlackRock Long-Horizon Equity Instl , iShares US Financials ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Netflix, Inc. , Regeneron Pharmaceuticals, Inc. , ENN Energy Holdings Ltd. , Lions Gate Entertainment Corporation , Incyte Corp Ltd ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for scwfx investment picks
  • Holdings: Lazard Ltd , First American Financial Corp , Western Union Company , Jones Lang LaSalle, Inc. , Hospira, Inc. ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Oppenheimer International Growth I , Oppenheimer Value I , Oppenheimer International Value I , Oppenheimer Capital Appreciation I , Oppenheimer Developing Markets I ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Oppenheimer Value I , Oppenheimer Capital Appreciation I , Oppenheimer Core Bond I , Oppenheimer International Growth I , Oppenheimer Limited-Term Government I ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: -1 Stars
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  • Category: Short Government
  • Morningstar Rating: 3 Stars
Sign-up for asttx investment picks
  • Holdings: Boeing Co , Home Depot, Inc. , Microsoft Corporation , Merck & Co Inc , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: General Electric Co , JPMorgan Chase & Co , Chevron Corp , Wells Fargo & Co , Exxon Mobil Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Nektar Therapeutics, Inc. , Nokia Oyj , Advanced Micro Devices Inc , MorphoSys AG , Tesla Motors, Inc. ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Illumina 144A Cv 0.25% , United Tech , Salix Pharmaceuticals Cv 1.5% , Johnson & Johnson ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: -1 Stars
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  • Holdings: Becton Dickinson & Co , US Treasury Note 0.25% , Apple Inc , Morgan Stanley , BlackRock Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Aflac Inc , ACE Ltd , Occidental Petroleum Corporation , International Business Machines Corp , General Motors Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Hanover Insurance Group, Inc. , Computer Sciences Corporation , Owens-Illinois Inc , Reinsurance Group of America Inc , Cameco Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Randgold Resources Ltd ADR , Franco-Nevada Corp , Royal Gold, Inc. , Goldcorp, Inc. , Silver Wheaton Corporation ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Holdings: PL Large-Cap Value P , PL Comstock P , PL Main Street Core P , PL International Large-Cap P , PL Managed Bond P ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: MainStay Total Return Bond I , MainStay Indexed Bond I , MainStay Floating Rate I , MainStay MAP I , MainStay US Small Cap I ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Check Point Software Technologies, Ltd. , Teva Pharmaceutical Industries Ltd ADR , Israel Chemicals Ltd. , Bank Hapoalim B.M. , Amdocs Ltd. ,
  • Category: Miscellaneous Region
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  • Holdings: Msswap , Guggenheim BulletShares 2016 HY C Bd ETF , Guggenheim BulletShares 2015 HY C Bd ETF , Guggenheim BulletShares 2017 HY C Bd ETF , Guggenheim Floating Rate Strats Instl ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: -1 Stars
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  • Holdings: BT Group PLC , Sap AG , Roche Holding AG , Aalberts Industries NV , William Hill PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: -1 Stars
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  • Holdings: Eaton Vance Floating Rate I , Aberdeen High Yield Instl , Nuveen Preferred Securities I , iShares Russell Mid-Cap , iShares Core S&P 500 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Core Plus Bond R6 , PowerShares 1-30 Laddered Treasury , Invesco Balanced-Risk Allc R6 , Invesco Floating Rate R6 , Invesco High Yield R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cmaix investment picks
  • Holdings: Master Basic Value For Br_2045 , Master Large Cap Gr For Br_2045 , BlackRock Capital Appreciation BlackRock , BlackRock International Instl , BlackRock Long-Horizon Equity Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
Sign-up for bapjx investment picks
  • Holdings: Jazz Pharmaceuticals PLC , Measurement Specialties , Delphi Automotive PLC , NXP Semiconductors NV , Thermo Fisher Scientific Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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Funds From: gpiox - Grandeur Peak International Opps Inv to advax - API Efficient Frontier Value A
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