Funds From: IBIAX - Ivy Global Equity Income A Load Waived - World Stock to anamx - AllianzGI Retirement 2050 Administrative - Target Date 2046-2050


  • Holdings: Johnson & Johnson , Merck & Co Inc , Total SA , TDC A/S , Pfizer Inc ,
  • Category: World Stock
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
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  • Holdings: Shire PLC , Total SA , Teva Pharmaceutical Industries Ltd ADR , Bayer AG , Yahoo! Inc ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Ametek Inc , Donaldson Co Inc , CNO Financial Group Inc , WNS (Holdings) Ltd ADR , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Apple Inc , Biogen Idec Inc , MasterCard Inc Class A , Las Vegas Sands Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Liberty Interactive Corp Class A , Actavis PLC , Clean Harbors Inc , Iron Mountain Inc , Intuitive Surgical Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 3 Stars
Sign-up for bvatx investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 3 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
Sign-up for CORRX investment picks
  • 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: KKR & Co LP , Apollo Global Management LLC Class A , Pdl Biopharma Cv 4% , The Adt Corporation 3.5% , Forbes Engy Svcs 9% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 3 Stars
Sign-up for lfrax investment picks
  • Category: Muni California Long
  • Morningstar Rating: 1 Stars
Sign-up for tecbx investment picks
  • Holdings: Verizon Communications Inc , Microsoft Corp , Johnson & Johnson , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Microsoft Corp , Chevron Corp , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Southwest Airlines Co , Zebra Technologies Corp , Hewlett-Packard Co , WellPoint Inc , Skechers USA Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Roche Holding AG , Bayer AG , Iliad , BG Group PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Taiwan Semiconductor Manufacturing Co Ltd , Samsung Electronics Co Ltd , Hyundai Motor Co , Saic Motor Corp Ltd , AIA Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
Sign-up for jaqtx investment picks
  • Holdings: FNMA , Vwo Us R Usl3m P 07/02/14 Cs , 3.25 R Iswp Fwd Usl3m P 09/17/2024 , Fannie Mae Single Family TBA 6% 2044-07-01 , Cdx Cdx.Na.Hy.22 500.0 06/20/2019 Jp ,
  • Category: World Allocation
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  • Holdings: Endo International PLC , St Joe Corp , Mallinckrodt PLC , United Continental Holdings Inc , Dresser-Rand Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC ADR Class A , BP PLC ADR , Merck & Co Inc , Exelon Corp , Southern Co ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: DWS Core Equity Institutional , DWS Equity 500 Index Inst , DWS Global Inflation Instl , DWS Core Fixed Income Inst , DWS US Bond Index Inst ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for succx investment picks
  • Holdings: PIMCO Income Instl , PIMCO Floating Income Instl , AllianzGI Short Duration High Inc Instl , AllianzGI Best Styles Global Eq R6 , PIMCO 1-5 Year U.S. TIPS ETF ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
Sign-up for hxbzx investment picks
  • Holdings: Johnson & Johnson , Gilead Sciences Inc , Pfizer Inc , Merck & Co Inc , Amgen Inc ,
  • Category: Health
  • Morningstar Rating: 2 Stars
Sign-up for ryhex investment picks
  • Holdings: AllianzGI Best Styles Global Eq R6 , PIMCO Intl StksPLUS┬« AR Strat (USD-Hg) I , AllianzGI US Managed Volatility Instl , AllianzGI NFJ Global Dividend Val Instl , PIMCO Floating Income Instl ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 2 Stars
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Funds From: IBIAX - Ivy Global Equity Income A Load Waived - World Stock to anamx - AllianzGI Retirement 2050 Administrative - Target Date 2046-2050
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