Funds From: pcvpx - PIMCO Convertible P - Convertibles to rriyx - Columbia Global Infrastructure Fund K - Mid-Cap Blend


  • Holdings: E-mini S&P 500 Index Future June14 , Irs Brl Zcs R 11.47/Cdi 08/15/13 Bps , Irs Jpy 1.000 03/20/14-10y Cme , Irs Brl Zcs P 10.41/Cdi 09/05/13 Boa , Irs Brl Zcs R 11.32/Cdi 09/05/13 Boa ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , AIA Group Ltd , Westpac Banking Corp , Samsung Electronics Co Ltd , Tencent Holdings Ltd. ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Citigroup Inc , Chevron Corp , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Vornado Realty Trust , Boston Properties Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Health Care Select Sector SPDR® ETF , Consumer Discret Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Vanguard Growth ETF , Vanguard Small Cap Growth ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Chevron Corp , JPMorgan Chase & Co , Berkshire Hathaway Inc Class B , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Akorn Inc , VCA Inc , Kirby Corp , Weatherford International PLC , Hanover Insurance Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: American Century NT Diversified Bd Instl , American Century NT Growth Institutional , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Intl Gr Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
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  • Holdings: Johnson & Johnson , Chevron Corp , Merck & Co Inc , Microsoft Corp , Altria Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for inutx investment picks
  • Holdings: Western Digital Corp , Capital One Financial Corp , Citigroup Inc , JPMorgan Chase & Co , SanDisk Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd , Tencent Holdings Ltd. , Itau Unibanco Holding SA ADR , Naspers Ltd Class N , Grupo Financiero Banorte SAB de CV Class O ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Under Armour Inc Class A , Gilead Sciences Inc , Walt Disney Co , F5 Networks Inc ,
  • Category: Large Growth
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  • Holdings: Gscbpur1 R Usl3m P 06/30/15 Gs , Jpcmptsh P Usl3m R 06/30/15 Jp , Ubsembsk R Usl3m P 05/19/15 Ub , FNMA , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Columbia Contrarian Core I , Columbia Large Value Quantitative I , Columbia Overseas Value I , Columbia Large Core Quantitative Instl , Columbia European Equity I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: PIMCO 1-5 Year U.S. TIPS ETF , PIMCO Income Instl , PIMCO Short-Term Instl , PIMCO Real Return Instl , PIMCO Senior Floating Rate Instl ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
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  • Holdings: Chevron Corp , Exxon Mobil Corporation , BP PLC , Schlumberger NV , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Exxon Mobil Corporation , Goldman Sachs Group Inc , Bank of America Corporation , Cisco Systems Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , ConocoPhillips , Occidental Petroleum Corp ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Intl StksPLUS® AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , PIMCO Income Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
Sign-up for avamx investment picks
  • Holdings: Union Pacific Corp , SBA Communications Corp , Rockwell Automation Inc , Foster Wheeler AG , Honeywell International Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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Funds From: pcvpx - PIMCO Convertible P - Convertibles to rriyx - Columbia Global Infrastructure Fund K - Mid-Cap Blend
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