Funds From: bcmtx - Sterling Capital Strategic Allc Gr I - Aggressive Allocation to CNRVX - City National Rochdale US Cor Eq Svc - Large Growth


  • Holdings: Sterling Capital Equity Income Instl , Sterling Capital Special Opps Eq Inst , Sterling Capital Total Return Bond I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: CVS Health Corp , Apple Inc , Gilead Sciences Inc , Qualcomm Inc , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Lockheed Martin Corp , Archer-Daniels Midland Co , Frontier Communications Corp Class B , Belgacom SA , Northrop Grumman Corp ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Franklin Growth R6 , Franklin Intl Small Cap Growth R6 , Franklin Rising Dividends R6 , iShares Core S&P 500 , Franklin DynaTech R6 ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
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  • Holdings: HD Supply Holdings Inc , Flowserve Corp , Ebara , Pentair PLC , Calgon Carbon Corp ,
  • Category: Natural Resources
  • Morningstar Rating: 5 Stars
Sign-up for cfwax investment picks
  • Holdings: Federated Investors, Inc. Class B , Unit Corp , Reliance Steel and Aluminum , Circor International Inc , Haynes International Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 1 Stars
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  • Holdings: Western Asset Core Plus Bond IS , Western Asset Total Return Uncons IS , Western Asset High Yield IS , ClearBridge Appreciation IS , Legg Mason BW Diversified Lg Cp Val IS ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Johnson & Johnson , Amgen Inc , Wells Fargo & Co , FedEx Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for evblx investment picks
  • Holdings: Invesco Intl Core Equity R6 , PowerShares Intl Div Achiev ETF , Invesco International Growth R6 , Invesco International Small Company R6 , Invesco Emerging Markets Equity R6 ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for aztcx investment picks
  • Holdings: MorphoSys AG , DCC PLC , Paramount Resources Ltd Class A , Total Energy Services Trust , First Pacific Co Ltd ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 4 Stars
Sign-up for iegax investment picks
  • Holdings: British American Tobacco PLC , Procter & Gamble Co , UGI Corp , PepsiCo Inc , Verizon Communications Inc ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
Sign-up for ktrax investment picks
  • Holdings: Blackrock Total Return Fund 2045 , BlackRock EuroFund Instl , BlackRock Master Large Cap Growth Port , BlackRock Master Basic Value LLC , BlackRock Emerging Mkts Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 2 Stars
Sign-up for bapjx investment picks
  • Holdings: UnitedHealth Group Inc , Hewlett-Packard Co , Apple Inc , Kinder Morgan Management LLC , Mallinckrodt PLC ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for cggix investment picks
  • Holdings: S&P 500 Index Future Dec14 , High Yield Bond Portfolio , Federated Project and Trade Fin Cor , 10 Year US Treasury Note Future Dec14 , Apple Inc ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
Sign-up for fmaax investment picks
  • Holdings: US Treasury Note 4.25% , Serbia Treasury Bond, 10.00% Rsd , Sri Lanka Government Bond, 8.50% Lkr , Romania(Rep Of) 5.75% , Titulos De Tesoreria B, 7.25% Cop ,
  • Category: Currency
Sign-up for eaiix investment picks
  • Holdings: Myriad Genetics Inc , Rogers Corp , IPG Photonics Corp , UCB SA , Sierra Wireless Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , American Tower Corp , Prologis Inc , Weyerhaeuser Co ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Colgate-Palmolive Co , Johnson & Johnson , Microsoft Corp , Wells Fargo & Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for rsggx investment picks
  • Holdings: PowerShares Senior Loan ETF , Marfrig Hldgs Europe B V 144A 6.875% , FTSE 100 Index (New Style) Future Dec14 , Cemex Fin 144A 6% , Columbus Intl Inc 144 144A 7.375% ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 4 Stars
Sign-up for tsiax investment picks
  • Holdings: Alliance Data Systems Corp , Alere Inc , Booz Allen Hamilton Holding Corp , Rovi Corp , Charles River Laboratories International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for ATIAX investment picks
  • Holdings: Roche Holding AG Dividend Right Cert. , British American Tobacco PLC , Nestle SA , Novartis AG ADR , Heineken NV ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for ivsyx investment picks
  • Holdings: Sterling Capital Total Return Bond I , Sterling Capital Equity Income Instl , Sterling Capital Special Opps Eq Inst ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for bcmcx investment picks
  • Holdings: Apple Inc , Gilead Sciences Inc , Halliburton Co , Celgene Corp , CVS Health Corp ,
  • Category: Large Growth
Sign-up for CNRVX investment picks
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Funds From: bcmtx - Sterling Capital Strategic Allc Gr I - Aggressive Allocation to CNRVX - City National Rochdale US Cor Eq Svc - Large Growth
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