Funds From: ibnyx - Ivy Balanced Y - Aggressive Allocation to pffrx - T. Rowe Price Instl Floating Rate F - Bank Loan


  • Holdings: PNC Financial Services Group Inc , Applied Materials Inc , Schlumberger NV , ConocoPhillips , Apple Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell 2000 INDEX Mini TIC , Questcor Pharmaceuticals Inc , Centene Corp , Teledyne Technologies Inc , Cognex Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Gs Cayman Art , Health Care Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , Cdi Cdx.Na 5 Usd0619 , Spx Put Usd 09/20/2014 ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 2 Stars
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  • Holdings: American Funds Invmt Co of Amer R6 , American Funds Washington Mutual R6 , American Funds American Mutual R6 , American Funds Fundamental Invs R6 , American Funds Capital World G/I R6 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 5 Stars
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  • Holdings: TIAA-CREF Bond Plus Inst , TIAA-CREF Short-Term Bond Inst , TIAA-CREF Bond Instl , TIAA-CREF Large-Cap Growth Inst , TIAA-CREF Large-Cap Value Instl ,
  • Category: Conservative Allocation
Sign-up for tsclx investment picks
  • Holdings: Eli Lilly and Co , GlaxoSmithKline PLC ADR , Teva Pharmaceutical Industries Ltd ADR , UCB SA , WellPoint Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Exxon Mobil Corporation , Bank of America Corporation , Cisco Systems Inc , JDS Uniphase Corp (CA) ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Ubs Relationship Fds , Aust 3yr Bond 09/15/2014 , NYSE/Liffe 2 Year US Treasury Note Future Sept14 , NYSE/Liffe 10 Year US Treasury Note Future Sept14 , Ubs Relationship Fds ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Sanofi , Merck KGaA , CLP Holdings Ltd , Smiths Group PLC , Koninklijke KPN NV ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for agdrx investment picks
  • Holdings: PPG Industries Inc , Honeywell International Inc , Unilever PLC ADR , Volkswagen AG ADR , General Electric Co ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for us3861791057 investment picks
  • Holdings: Exxon Mobil Corporation , JPMorgan Chase & Co , Apple Inc , Verizon Communications Inc , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for muecx investment picks
  • Holdings: SPDR S&P 500 , Virtus Premium AlphaSector I , GuideMark World ex-US Instl , Vanguard Total Stock Market ETF , iShares MSCI ACWI ex US ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
Sign-up for gitux investment picks
  • Holdings: JPMorgan Chase & Co , Apple Inc , Microsoft Corp , General Electric Co , Citigroup Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for fdttx investment picks
  • Holdings: Royal Dutch Shell PLC Class A , Novartis AG , HSBC Holdings PLC , Nestle SA , Rio Tinto PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for mrshx investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for fwirx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 5 Stars
Sign-up for nolcx investment picks
  • Holdings: Simon Property Group Inc , Public Storage , Prologis Inc , Boston Properties Inc , Equity Residential ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
Sign-up for freax investment picks
  • Holdings: iShares Core S&P Small-Cap , iShares MSCI EAFE Small-Cap , Advance Auto Parts Inc , Tupperware Brands Corp , Varian Medical Systems Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for owsmx investment picks
  • Holdings: Citigroup Inc , Capital One Financial Corp , Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for gmlvx investment picks
  • Holdings: Templeton Global Total Return R6 , Franklin US Government Secs R6 , Franklin Growth R6 , Franklin Low Duration Total Return R6 , Franklin Rising Dividends R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ftcix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for aybix investment picks
  • Holdings: Itau Unibanco Holding SA ADR , OAO Lukoil ADR , Taiwan Semiconductor Manufacturing Co Ltd ADR , China Petroleum & Chemical Corp H Shares , CCR SA ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
Sign-up for bachx investment picks
  • Holdings: E-mini NASDAQ 100 Index Future June14 , Apple Inc , Microsoft Corp , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for otpix investment picks
  • Holdings: Apple Inc , Citigroup Inc , Green REIT PLC , Anheuser-Busch Inbev SA , JPMorgan Chase & Co ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
Sign-up for brocx investment picks
  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for pffrx investment picks
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Funds From: ibnyx - Ivy Balanced Y - Aggressive Allocation to pffrx - T. Rowe Price Instl Floating Rate F - Bank Loan
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