Funds From: asmmx - Invesco Summit A - Large Growth to dpiax - Destra Preferred and Income Securit A LW - Preferred Stock


  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Google Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , Amphenol Corp Class A , Avis Budget Group Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Liberty Interactive Corp Class A , SeaWorld Entertainment Inc , HMS Holdings Corp , Actavis PLC , Twenty-First Century Fox Inc Class A ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Active Stock Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock CoreAlpha Bond Master Port , iShares International Dev Rel Est ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for ivhex investment picks
  • Holdings: Guggenheim Floating Rate Strats Instl , Ivy High Income I , Leader Short Term Bond Instl , Osterweis Strategic Income , Sandalwood Opportunity I ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
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  • Holdings: SVB Financial Group , Demandware Inc , Ultimate Software Group Inc , Vail Resorts Inc , Portfolio Recovery Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Facebook Inc Class A , Gilead Sciences Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Samsung Electronics Co Ltd , Samsonite International SA , Itau Unibanco Holding SA ADR , Saic Motor Corp Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 1 Stars
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  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Income Instl , PIMCO Real Return Instl , PIMCO Senior Floating Rate Instl , PIMCO Short-Term Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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  • Holdings: Schlumberger NV , Halliburton Co , National Oilwell Varco Inc , Baker Hughes Inc , Cameron International Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Facebook Inc Class A , Amazon.com Inc , Cisco Systems Inc , Qualcomm Inc , Google Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , HSBC Hldgs (UK) (2nd) , Allianz SE , Australia and New Zealand Banking Group Ltd , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Tech Data Corp , Ingram Micro Inc Class A , URS Corp , Health Net Inc , AECOM Technology Corp ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Intel Corp , International Business Machines Corp ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for rcwax investment picks
  • Holdings: iShares MSCI EAFE Value , iShares MSCI Emerging Markets , SPDR S&P 500 , Apple Inc , US Treasury Note 3% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for pbccx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Google Inc Class C , Northrop Grumman Corp , VMWare Inc ,
  • Category: Technology
  • Morningstar Rating: 5 Stars
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  • Holdings: U.S. Bancorp , Blackstone Group LP , JPMorgan Chase & Co , Bank of America Corporation , Wells Fargo & Co ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
Sign-up for fidbx investment picks
  • Holdings: Berry Plastics Group Inc , Ryder System Inc , Aramark , Denbury Resources Inc , CoreLogic, Inc. ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Harbor Bond Institutional , Harbor International Institutional , Harbor High-Yield Bond Instl , Harbor Large Cap Value Instl , Harbor International Growth Instl ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 2 Stars
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  • Holdings: Fifth Third Bancorp , Zimmer Holdings Inc , Host Hotels & Resorts Inc , Weatherford International PLC , TRW Automotive Holdings Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for nmncx investment picks
  • Holdings: Total SA , Royal Dutch Shell PLC Class A , BP PLC , AstraZeneca PLC , Telefonica SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Open Text Corp , DENTSPLY International Inc , ITC Holdings Corp , Waste Connections Inc , Mednax Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
Sign-up for cegix investment picks
  • Category: Preferred Stock
  • Morningstar Rating: 3 Stars
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Funds From: asmmx - Invesco Summit A - Large Growth to dpiax - Destra Preferred and Income Securit A LW - Preferred Stock
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