Funds From: aceix - Invesco Equity and Income A Load Waived - Moderate Allocation to dhrox - Diamond Hill Research Opportunities A LW - Mid-Cap Blend


  • Holdings: JPMorgan Chase & Co , Citigroup Inc , General Electric Co , Royal Dutch Shell PLC Class A , Morgan Stanley ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd ADR , Sasol Ltd , Tata Motors Ltd ADR , MediaTek Inc , Bank Of China Ltd. H Shares ,
  • Category: Diversified Emerging Mkts
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  • Holdings: 10 Year US Treasury Note Future Mar15 , Fed Natl Mort Assc 4.5% , 5 Year US Treasury Note Future Mar15 , FNMA 4% TBA , US Treasury Bond 3.125% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Dryden Core Invt , NYSE/Liffe 2 Year US Treasury Note Future Mar15 , Apple Inc , General Electric Co , Microsoft Corp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: 361 Managed Futures Strategy I , Angel Oak Multi-Strategy Income Instl , Merk Absolute Return Currency Inst , Velocity Capital Long/Volatility Fund , Merger Investor ,
  • Category: Multialternative
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for ptaex investment picks
  • Holdings: Hartford Financial Services Group Inc , XL Group PLC , M&T Bank Corp , Cimarex Energy Co , Invesco Ltd ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
Sign-up for lmcqx investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for ivbix investment picks
  • Holdings: SPDR┬« S&P 500 ETF , Directv , iShares Russell 2000 , Allergan Inc , Covidien PLC ,
  • Category: Multialternative
Sign-up for NABCX investment picks
  • Category: Muni Single State Long
  • Morningstar Rating: 3 Stars
Sign-up for etctx investment picks
  • Holdings: Apple Inc , Oracle Corporation , Microsoft Corp , Google Inc Class C , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for mcaax investment picks
  • Holdings: Nu Skin Enterprises Inc Class A , Portland General Electric Co , Hersha Hospitality Trust , Hawaiian Electric Industries Inc , World Acceptance Corp ,
  • Category: Small Value
Sign-up for tslix investment picks
  • Holdings: Apple Inc , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Microsoft Corp , Mini Msci Eafe Dec14 Ifus 20141219 , Exxon Mobil Corporation ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 3 Stars
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  • Holdings: Voya US Bond Index Port I , Voya Intermediate Bond R6 , VY BlackRock Inflation Protected Bond I , VY T. Rowe Price Capital Appreciation I , Voya Short Term Bond R6 ,
  • Category: Retirement Income
  • Morningstar Rating: 3 Stars
Sign-up for iswix investment picks
  • Holdings: State Farm Equity Instl , State Farm Bond Instl ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for slbax investment picks
  • Holdings: Belden Inc , Helen of Troy, Ltd. , Mueller Industries Inc , G & K Services Inc Class A , Charles River Laboratories International Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
Sign-up for masvx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Gilead Sciences Inc , Halliburton Co , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
Sign-up for f00000ndhm investment picks
  • Holdings: Micron Tech Cv 2.125% , Intel Cv 3.25% , Salesforce Com Cv 0.25% , Bk Amer Pfd , CU Cv 1.875% ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
Sign-up for COVRX investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for lisax investment picks
  • Holdings: Williams Companies Inc , Energy Transfer Equity LP , Enbridge Energy Partners LP , Energy Transfer Partners LP , Regency Energy Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 2 Stars
Sign-up for cshax investment picks
  • Holdings: Lennar Corp , EOG Resources Inc , B/E Aerospace Inc , Expedia Inc , Cognizant Technology Solutions Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for tvaax investment picks
  • Holdings: US Treasury Note , FHLBA 0.7% , Bank Tokyo Mitsub , Kreditanstalt Fur Wiederaufbau 2% , Credit Agricole S A 144a 144A FRN ,
  • Category: Managed Futures
Sign-up for WKFAX investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
Sign-up for wbbnx investment picks
  • Holdings: Pfizer Inc , Public Service Enterprise Group Inc , Delta Air Lines Inc , JPMorgan Chase & Co , Invesco Ltd ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for DGACX investment picks
  • Holdings: Kinder Morgan, Inc. , Altria Group Inc , Imperial Tobacco Group PLC , BCE Inc , Vodafone Group PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for epsix investment picks
  • Holdings: Ulta Salon Cosmetics & Fragrances Inc , Lennar Corp , EOG Resources Inc , B/E Aerospace Inc , Cognizant Technology Solutions Corp Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for tvgax investment picks
  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
Sign-up for pmlbx investment picks
  • Holdings: Hub Group Inc Class A , International Business Machines Corp , Juniper Networks Inc , Microsoft Corp , Willis Group Holdings PLC ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for dhrox investment picks
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Funds From: aceix - Invesco Equity and Income A Load Waived - Moderate Allocation to dhrox - Diamond Hill Research Opportunities A LW - Mid-Cap Blend
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