Funds From: BIREX - BlackRock Real Estate Securities Instl - Real Estate to cidgx - Calamos Discovery Growth I - Small Growth


  • Holdings: Simon Property Group Inc , Boston Properties Inc , Equity Residential , General Growth Properties Inc , Ventas Inc ,
  • Category: Real Estate
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  • Holdings: Royal Dutch Shell PLC ADR Class B , JPMorgan Chase & Co , Chevron Corp , Microchip Technology, Inc. , General Electric Co ,
  • Category: Large Value
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Nippon Telegraph & Telephone Corp , AstraZeneca PLC , Novartis AG , Murata Mfg Co., Ltd. , Vodafone Group PLC ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Acuity Brands Inc , Kennedy-Wilson Holdings, Inc. , BankUnited, Inc. , SBA Communications Corp , Jarden Corporation ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: American International Group Inc , JPMorgan Chase & Co , Royal Dutch Shell PLC ADR Class A , Citigroup Inc , Corning Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Wells Fargo & Co , Chevron Corp , JPMorgan Chase & Co , Apple Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Guggenheim Strategy II , Guggenheim Strategy III , Kkr Finl Clo 2007 A 144A FRN , Cfc Managed Futures , Guggenheim BulletShares 2015 HY C Bd ETF ,
  • Category: Managed Futures
  • Morningstar Rating: 2 Stars
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  • Holdings: MainStay Epoch US All Cap I , MainStay S&P 500 Index I , iShares Russell 2000 , MainStay ICAP International I , MainStay Large Cap Growth I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 2 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
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  • Holdings: Samsung Electronics Co Ltd , iShares MSCI Emerging Markets , Hyundai Motor Co Ltd , China Construction Bank Corp H Shares , CNOOC, Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , CVS Caremark Corp , DISH Network Corp , U.S. Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.75% , US Treasury Note 1.75% , Vtb Cap S A Ln Partn Sr Secd 144A 6% , US Treasury Note 2.625% ,
  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Exxon Mobil Corporation , Johnson & Johnson , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Union Pacific Corp , Dril-Quip, Inc. , Oceaneering International , Home Depot, Inc. , FMC Technologies, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Ezion Holdings Ltd. , Sanofi , Telenor ASA , Siemens AG , Royal Philips NV ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Lg Cap Gr Insights Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Lg Cap Val Insights Instl , Goldman Sachs Strategic Growth Instl ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Ohio
  • Morningstar Rating: 2 Stars
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  • Holdings: Philip Morris International, Inc. , Novartis AG , Accenture PLC Class A , Mondelez International Inc , Procter & Gamble Co ,
  • Category: Large Blend
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Franklin Alternative Strategie , Templeton Global Total Return R6 , Franklin Floating Rate Daily Access R6 , Franklin Intl Small Cap Growth R6 , Templeton Frontier Markets R6 ,
  • Category: Conservative Allocation
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Holdings: Acadia Healthcare Company, Inc. , LKQ Corporation , Quanta Services, Inc. , AMC Networks Inc Class A , Synchronoss Technologies, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
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Funds From: BIREX - BlackRock Real Estate Securities Instl - Real Estate to cidgx - Calamos Discovery Growth I - Small Growth
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity