Funds From: VESCX - Invesco Small Cap Discovery R5 to PFLPX - Pacific Financial Explorer Inv


  • Holdings: TRW Automotive Holdings Corp, Waste Connections, Inc., Teradyne Inc, Belden, Inc., Aspen Technology, Inc.
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for VESCX investment picks
  • Holdings: Nordson Corporation, Ametek, Inc., Mettler-Toledo International, Inc., Ryman Hospitality Properties Inc, Pier 1 Imports, Inc.
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
Sign-up for OASGX investment picks
  • Holdings: Exxon Mobil Corporation, Apple Inc, General Electric Co, Pfizer Inc, Chevron Corp
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vqnpx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for pyhcx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ahyvx investment picks
  • Holdings: Equity, Bond, American Funds Bond Fund of Amer R6, American Funds US Government Sec R6, American Funds Invmt Co of Amer R6, American Funds Global Balanced R6, American Funds Intl Gr And Inc R6
  • Category: Moderate Allocation
Sign-up for ctfcx investment picks
  • Holdings: Nestle SA, Toyota Motor Corp, SOFTBANK Corp, Roche Holding AG, Novartis AG
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for niecx investment picks
  • Holdings: CoStar Group, Inc., Cymer, Inc., Aspen Technology, Inc., SolarWinds, Inc., Manhattan Associates, Inc.
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for gtsix investment picks
  • Holdings: Simon Property Group Inc, Westfield Group, Public Storage, Sun Hung Kai Properties, Ltd., Mitsubishi Estate
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for preex investment picks
  • Holdings: Apple Inc, International Business Machines Corp, Microsoft Corporation, Google, Inc. Class A, Oracle Corporation
  • Category: Technology
  • Morningstar Rating: 4 Stars
Sign-up for VITAX investment picks
  • Holdings: Equity, Bond, SPDR S&P 500, iShares MSCI EAFE Index, HSBC Emerging Markets Debt I, JPMorgan High Yield Select, Columbia High Yield Bond Z
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for hsamx.lw investment picks
  • Holdings: Equity, Bond
  • Category: Target Date 2051+
Sign-up for jffax investment picks
  • Holdings: Equity, Bond, American Funds Interm Bd Fd of Amer R6, American Funds Mortgage R6, American Funds Bond Fund of Amer R6, American Funds Inc Fund of Amer R6
  • Category: Conservative Allocation
Sign-up for cfiex investment picks
  • Holdings: Techtronic Industries Co., Ltd., Filtrona PLC, Fibra Uno Administración SA de CV, MISUMI Group Inc., Temenos Group AG
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
Sign-up for driox investment picks
  • Holdings: Apple Inc, Google, Inc. Class A, EMC Corporation, Pfizer Inc, Qualcomm, Inc.
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for smmix investment picks
  • Holdings: MasterCard Incorporated Class A, Allergan, Inc., Apple Inc, Google, Inc. Class A, Priceline.com, Inc.
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pclcx investment picks
  • Holdings: Apple Inc, Exxon Mobil Corporation, General Electric Co, International Business Machines Corp, Chevron Corp
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for vlcsx investment picks
  • Category: Muni Single State Short
  • Morningstar Rating: 1 Stars
Sign-up for pcdax.lw investment picks
  • Holdings: Equity, Bond, Fidelity Series Investment Grade Bond, Fidelity Series All-Sector Equity, Fidelity Series Commodity Strategy, Fidelity Series High Income, Fidelity Series International Growth
  • Category: Target Date 2026-2030
  • Morningstar Rating: 1 Stars
Sign-up for fbfex investment picks
  • Category: World Bond
  • Morningstar Rating: 4 Stars
Sign-up for lobax investment picks
  • Holdings: MasterCard Incorporated Class A, LinkedIn Corp, Apple Inc, Amazon.com Inc, B/E Aerospace Inc
  • Category: Large Growth
Sign-up for dafgx investment picks
  • Holdings: Apple Inc, Qualcomm, Inc., Google, Inc. Class A, Cognizant Technology Solutions Corporation Class A, Oracle Corporation
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for ityyx investment picks
  • Holdings: KAR Auction Services, Inc., Regions Financial Corporation, EMCOR Group, Inc., Dana Holding Corp, Lincoln National Corp (Radnor, PA)
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for pveyx investment picks
  • Holdings: Pioneer Natural Resources Company, LinkedIn Corp, Cabot Oil & Gas Corporation Class A, Delta Air Lines Inc, Cerner Corporation
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for vmgix investment picks
  • Holdings: Equity, Bond, PIMCO Enhanced Short Maturity ETF, Cfc Managed Futures
  • Category: Managed Futures
  • Morningstar Rating: 2 Stars
Sign-up for rymtx investment picks
  • Holdings: Equity, Bond, Fidelity Series Investment Grade Bond, Fidelity Series Commodity Strategy, Fidelity Series All-Sector Equity, Fidelity Series International Growth, Fidelity Series International Value
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
Sign-up for ffthx investment picks
  • Category: World Bond
Sign-up for LWAOX investment picks
  • Holdings: Simon Property Group Inc, Ventas Inc, HCP Inc, Boston Properties Inc, American Tower Corp
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for darex investment picks
  • Holdings: Citigroup Inc, JPMorgan Chase & Co, Pfizer Inc, Viacom, Inc. Class B, Hewlett-Packard Co
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for MCVVX investment picks
  • Holdings: Equity, Bond, PIMCO Fundamental IndexPLUS AR Inst, iShares Core S&P Mid-Cap ETF, Consumer Discret Select Sector SPDR, PIMCO StocksPLUS Absolute Return Instl, Lazard U.S. Realty Income Instl
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
Sign-up for PFLPX investment picks
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Funds From: VESCX - Invesco Small Cap Discovery R5 to PFLPX - Pacific Financial Explorer Inv
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity