Funds From: eqnsx - MFS Equity Income R2 - Large Value to f00000nqho - TOPS Managed Risk Moderate Growth ETF 4 - Moderate Allocation


  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Facebook Inc Class A , Pfizer Inc , Broadcom Corp ,
  • Category: Large Value
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  • Holdings: Applied Materials Inc , Wal-Mart Stores Inc , Bank of America Corporation , Citigroup Inc , Google Inc Class C ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Lazard Ltd , WEX Inc , Kansas City Southern Inc , Balchem Corp , Quanta Services Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Walt Disney Co , Time Warner Inc , Nestle SA , Honeywell International Inc , Reckitt Benckiser Group PLC ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Short Government
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , JPMorgan Chase & Co , Intel Corp , Exxon Mobil Corporation , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: LVMH Moet Hennessy Louis Vuitton SA , Accenture PLC Class A , Google Inc Class A , Visa Inc Class A , Compass Group PLC ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHancock Strategic Income Opps NAV , JHFunds2 Blue Chip Growth NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Bristol-Myers Squibb Company , Amgen Inc , Regeneron Pharmaceuticals Inc , Intuitive Surgical Inc , HCA Holdings Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 3 Stars
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  • Holdings: Bank of the Ozarks Inc , PacWest Bancorp , California Republic Bancorp , Signature Bank , ConnectOne Bancorp Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Janus Global Bond N , Janus International Equity N , INTECH US Value I , Janus Diversified Alternatives N , INTECH International I ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Techtronic Industries Co Ltd , Hermes Microvision Inc , Sihuan Pharmaceutical Holdings Group Ltd , AIA Group Ltd , Lee's Pharmaceutical Holdings Ltd ,
  • Category: China Region
  • Morningstar Rating: 3 Stars
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  • Holdings: Bunzl PLC , Amadeus IT Holding SA , Next PLC , OBIC Co., Ltd. , Bellway PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Williams Companies Inc , Enbridge Inc , Verizon Communications Inc , AT&T Inc , TransCanada Corp ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 1 Stars
Sign-up for jntrx investment picks
  • Holdings: Deutsche Global Infrastructure Instl , Deutsche Enh Emerg Mkts Fxd Inc Instl , SPDR┬« Barclays Convertible Secs ETF , Deutsche Floating Rate Institutional , Deutsche Diversified Market Netrl Instl ,
  • Category: Multialternative
  • Morningstar Rating: 4 Stars
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  • Holdings: Parnassus Core Equity Institutional , Neuberger Berman Socially Rspns Inst , Pax MSCI International ESG Idx Instl , Pax World Small Cap Institutional , Ariel Institutional ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Danone , Nestle SA , KDDI Corp , Reckitt Benckiser Group PLC , Compass Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for MGIAX investment picks
  • Holdings: American Funds Capital Income Bldr R6 , American Funds Growth Fund of Amer R6 , American Funds Invmt Co of Amer R6 , American Funds Capital World Gr&Inc R6 , American Funds Capital World Bond R6 ,
  • Category: Aggressive Allocation
Sign-up for raicx investment picks
  • Holdings: Unibail-Rodamco SE , Westfield Corp , Link Real Estate Investment Trust , Scentre Group , Land Securities Group PLC ,
  • Category: Global Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for pxrax investment picks
  • Category: Muni National Interm
  • Morningstar Rating: 2 Stars
Sign-up for ntfax investment picks
  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
Sign-up for patyx investment picks
  • Holdings: American Funds American Hi-Inc Tr R6 , American Funds US Government Sec R6 , American Funds American Mutual R6 , American Funds Capital Income Bldr R6 , American Funds Income Fund of Amer R6 ,
  • Category: Conservative Allocation
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  • Category: Nontraditional Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for rbocx investment picks
  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Value , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares Core S&P Small-Cap ,
  • Category: Moderate Allocation
  • Morningstar Rating: 1 Stars
Sign-up for f00000nqho investment picks
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Funds From: eqnsx - MFS Equity Income R2 - Large Value to f00000nqho - TOPS Managed Risk Moderate Growth ETF 4 - Moderate Allocation
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