Funds From: gatax - Gabelli Asset A - Large Blend to ahsrx - City National Rochdale Socly Rspnb Eq I - Large Blend


  • Holdings: Twenty-First Century Fox Inc Class A , Directv , Ametek Inc , American Express Co , Deere & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG , Nestle SA , Novartis AG , Bayer AG , Nidec Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Genuine Parts Co , Swedish Match AB , CVS Caremark Corp , Coca-Cola Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Union Pacific Corp , Macquarie Infrastructure Co LLC , Schlumberger NV , JPMorgan Chase & Co , LyondellBasell Industries NV ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Ishares Barclays 7-10 Yr Tr Swap Credit Suisse ,
  • Category: Trading-Inverse Debt
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  • Holdings: American Funds Fundamental Invs R6 , American Funds AMCAP R6 , American Funds EuroPacific Gr R6 , American Funds SMALLCAP World R6 ,
  • Category: World Stock
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  • Holdings: Active Stock Master Portfolio , CoreAlpha Bond Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
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  • Holdings: Apple Inc , Qualcomm Inc , EMC Corp , Amazon.com Inc , Facebook Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Occidental Petroleum Corp , Citigroup Inc , American International Group Inc , Bank of America Corporation , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for ifcsx investment picks
  • Holdings: Eli Lilly and Co , iShares MSCI All Country World Mini Vol , NTT DoCoMo Inc , Lockheed Martin Corp , ConocoPhillips ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Universal Health Services Inc Class B , Walt Disney Co , Xerox Corporation , Foot Locker Inc , Hewlett-Packard Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for hhgcx investment picks
  • Holdings: Guggenheim Strategy I , Nestle SA ADR , Novartis AG ADR , HSBC Holdings PLC ADR , Roche Holding AG ADR ,
  • Category: Trading-Leveraged Equity
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  • Holdings: MetLife Inc , Merck & Co Inc , Apple Inc , Digital Realty Trust Inc , Royal Dutch Shell PLC ADR Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: HCA Holdings Inc , NXP Semiconductors NV , United Rentals Inc , Mylan Inc , Crown Holdings Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for atrix investment picks
  • Holdings: Sasol Ltd , Hon Hai Precision Ind Co Ltd , Royal Dutch Shell PLC Class A , China Resources Power Holdings Co Ltd , Shire PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
Sign-up for dfshx investment picks
  • Holdings: BlackRock Master Large Cap Value Port ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for mrlvx investment picks
  • Holdings: Howard Hughes Corp , Icahn Enterprises LP , Liberty Media Corporation Class A , Texas Pacific Land Trust , Sears Holdings Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
Sign-up for lshcx investment picks
  • Holdings: Nestle SA ADR , Roche Holding AG ADR , Novartis AG ADR , Royal Dutch Shell PLC ADR Class A , HSBC Holdings PLC ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for ahyfx investment picks
  • Holdings: Apple Inc , Suncor Energy Inc , Automatic Data Processing , Maxim Integrated Products Inc , Medtronic Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for dmusx investment picks
  • Holdings: AAC Technologies Holdings Inc , Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Sanlam Ltd , Powszechny Zaklad Ubezpieczen SA ,
  • Category: Diversified Emerging Mkts
Sign-up for bafqx investment picks
  • Category: Muni New York Long
  • Morningstar Rating: 3 Stars
Sign-up for vnycx investment picks
  • Holdings: Apple Inc , Taiwan Semiconductor Manufacturing Co Ltd , Google Inc Class A , Novo Nordisk A/S , Google Inc Class C ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for cagex investment picks
  • Holdings: Franklin Growth R6 , Franklin Rising Dividends R6 , Templeton Foreign R6 , Franklin DynaTech R6 , Franklin Mutual European R6 ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fgtzx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , CVS Caremark Corp , Qualcomm Inc , Coca-Cola Co ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for cieyx investment picks
  • Holdings: United Rentals Inc , Oasis Petroleum Inc , B/E Aerospace Inc , NXP Semiconductors NV , Mohawk Industries Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for rimmx investment picks
  • Holdings: Southwestern Energy Co , PepsiCo Inc , Eaton Corp PLC , Genworth Financial Inc , American International Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for ahsrx investment picks
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Funds From: gatax - Gabelli Asset A - Large Blend to ahsrx - City National Rochdale Socly Rspnb Eq I - Large Blend
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