Funds From: abrix - Invesco Balanced-Risk Allc R5 - Tactical Allocation to ppqjx - Principal MidCap Growth III J - Mid-Cap Growth


  • Holdings: Invesco Cayman Commodity , Aust 10 Yr Bond (Fut) , Canada 10 Yr Bond (Fut) , Euro Bond (Fut) , Long Gilt (Fut) ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 2 Stars
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  • Holdings: Tencent Holdings Ltd. , Ping An Insurance Group H Shares , China Mobile Ltd , China Petroleum & Chemical Corp H Shares , Tingyi (Cayman Islands) Holding Corp ,
  • Category: China Region
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  • Holdings: Northern Oil & Gas Inc , Insulet Corp , On Assignment Inc , Six Flags Entertainment Corp , G-III Apparel Group Ltd ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: NXP Semiconductors NV , TE Connectivity Ltd , Spirit Airlines Inc , Foot Locker Inc , Jazz Pharmaceuticals PLC ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Growth ETF , PowerShares QQQ ETF , iShares Core S&P 500 , iShares 20+ Year Treasury Bond , Vanguard Health Care ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Columbia Mortgage Opportunities I , Columbia Commodity Strategy I , Apple Inc , Microsoft Corp , Royal Dutch Shell PLC Class B ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Verizon Communications Inc , AbbVie Inc , Amgen Inc , Texas Instruments Inc , Home Depot Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Trs 1ml+45/Dwrtft Index Brc , US Treasury TIP , Trs 1ml+37/Dwrtft Index Boa , Trs 1ml+42/Dwrtft Index Brc , US Treasury TIP ,
  • Category: Real Estate
  • Morningstar Rating: 5 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: HSBC Holdings PLC , BP PLC , AstraZeneca PLC , Total SA , Roche Holding AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: SEI Large Cap A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI International Equity A (SIT) , SEI Multi-Asset Inflation Mgd A (SIMT) , SEI US Fixed Income A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: S&P Lat Am Swap Ml ,
  • Category: Trading-Leveraged Equity
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  • Holdings: Pioneer International Value Y , Pioneer Bond Y , Pioneer Short Term Income Y , Pioneer Global Equity Y , Pioneer Mid-Cap Value Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Volcano Corporation Cv 1.75% , Intel Cv 2.95% , Covidien PLC , Whiting Petroleum Corp , ProShares Short Russell2000 ,
  • Category: Mid-Cap Blend
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Liberty Interactive Corp Class A , Actavis PLC , Microsoft Corp , Twenty-First Century Fox Inc Class A , Prudential Financial Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: T. Rowe Price Instl High Yield , T. Rowe Price Instl Emerging Mkts Bond , T. Rowe Price Instl Emerging Mkts Eq , T. Rowe Price Instl Intl Bond , T. Rowe Price Real Assets ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Voya US Stock Index I , Voya International Index I , Voya Russell Mid Cap Index I , Voya Emerging Markets Index I , Voya Russell Small Cap Index I ,
  • Category: Target Date 2051+
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds American Balanced R6 , American Funds US Government Sec R6 , American Funds Interm Bd Fd of Amer R6 , American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class C , Apple Inc , Caterpillar Inc , Chevron Corp , Roche Holding AG ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Suncor Energy Inc , Lincoln National Corp , Fluor Corp , Corning Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Direxion Daily S&P500® Bear 3X ETF , Bank of New York Mellon Corp , Cisco Systems Inc , Eaton Corp PLC , JPMorgan Chase & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Essex Property Trust Inc , Prologis Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future Sept14 , Stericycle Inc , O'Reilly Automotive Inc , Affiliated Managers Group Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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Funds From: abrix - Invesco Balanced-Risk Allc R5 - Tactical Allocation to ppqjx - Principal MidCap Growth III J - Mid-Cap Growth
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