Funds From: imoyx - Pioneer Ibbotson Moderate Allocation Y - Moderate Allocation to cgewx - Columbia Global Equity W - World Stock


  • Holdings: Pioneer International Value Y , Pioneer Bond Y , Pioneer Short Term Income Y , Pioneer Global Equity Y , Pioneer Mid-Cap Value Y ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Liberty Interactive Corp Class A , Actavis PLC , Microsoft Corp , Twenty-First Century Fox Inc Class A , Prudential Financial Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Ascendas Real Estate Inv Trust , Baytex Energy Corp , KT&G Corp , Tahoe Resources, Inc. , Insurance Australia Group Ltd ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Euronet Worldwide Inc , Portfolio Recovery Associates Inc , LogMeIn Inc , Cytec Industries Inc , Jazz Pharmaceuticals PLC ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , SPDR Barclays High Yield Bond , iShares US Preferred Stock , Wells Fargo & Co New Pfd , Imperial Tobacco Group PLC ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 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: Shire PLC , Fuji Heavy Industries , Vinci , Cognizant Technology Solutions Corp Class A , Hyundai Motor Co ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Avis Budget Group Inc , Nordson Corp , Ametek Inc , Mettler-Toledo International Inc , Extra Space Storage Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Ivy Emerging Markets Equity I , Ivy International Core Equity I , Ivy International Growth I , Ivy Global Income Allocation I , Ivy European Opportunities I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , Diageo PLC , Intel Corp , Walt Disney Co ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR Barclays Capital Short Term Corp Bd , iShares 1-3 Year Credit Bond , PIMCO 0-5 Year High Yield Corp Bd ETF , SPDR BarCap ST High Yield Bond ETF , ALPS RiverFront Strategic Income ,
  • Category: Conservative Allocation
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC , Novartis AG , Roche Holding AG , BP PLC , Total SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for ppgnx investment picks
  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 1 Stars
Sign-up for abgix investment picks
  • Holdings: Gilead Sciences Inc , Toyota Mtr Cr FRN , Apple Inc , Las Vegas Sands Corp , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Category: Multisector Bond
Sign-up for ISIWX investment picks
  • Holdings: Johnson & Johnson , Chevron Corp , Merck & Co Inc , Microsoft Corp , Altria Group Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
Sign-up for CDORX investment picks
  • Holdings: Carrizo Oil & Gas Inc , Triangle Petroleum Corp , LogMeIn Inc , Penn Virginia Corp , Shutterfly Inc ,
  • Category: Small Growth
  • Morningstar Rating: 1 Stars
Sign-up for JSIGX investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for BHYAX investment picks
  • Holdings: Pfizer Inc , Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Johnson & Johnson ,
  • Category: Large Blend
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  • Holdings: General Mills Inc , Southern Co , Kimberly-Clark Corp , Procter & Gamble Co , Altria Group Inc ,
  • Category: Large Blend
Sign-up for US4710213780 investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for agdbx investment picks
  • Holdings: Endo International PLC , St Joe Corp , Mallinckrodt PLC , United Continental Holdings Inc , Dresser-Rand Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Intel Corp , Texas Instruments Inc , Micron Technology Inc , Applied Materials Inc , Broadcom Corp ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
Sign-up for ryelx 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: 1 Stars
Sign-up for ablcx investment picks
  • Holdings: Gilead Sciences Inc , Apple Inc , Pfizer Inc , Suncor Energy Inc , JPMorgan Chase & Co ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for cgewx investment picks
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Funds From: imoyx - Pioneer Ibbotson Moderate Allocation Y - Moderate Allocation to cgewx - Columbia Global Equity W - World Stock
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