Funds From: advix - Advisory Research Intl Sm Cp Val Inv to nlpax - State Farm LifePath 2050 A


  • Holdings: Cermaq ASA , Delta Lloyd N.V , Samsung Card Co Ltd , Vard Holdings Ltd , Aperam ,
  • Category: Foreign Small/Mid Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Canadian Pacific Railway Ltd , Schlumberger NV , Weatherford International PLC , Rio Tinto PLC ADR , Canadian National Railway Co ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Chevron Corp , JPMorgan Chase & Co , Johnson & Johnson , Exxon Mobil Corporation , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Centene Corp , Teledyne Technologies Inc , Toro Co , Portfolio Recovery Associates Inc , Carrizo Oil & Gas Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Pfizer Inc , Suncor Energy Inc , Anheuser-Busch Inbev SA ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Dynavax Technologies Corp , Tower International Inc , DexCom Inc , Samsonite International SA , DSV AS ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , Sanofi , Bayer AG , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Wells Fargo & Co , Exxon Mobil Corporation , JPMorgan Chase & Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Simon Property Group Inc , Public Storage , Prologis Inc , Equity Residential , General Growth Properties Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Tech Data Corp , PacWest Bancorp , Federated Investors, Inc. Class B , TCF Financial Corp , World Fuel Services Corp ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: Total SA , BP PLC , Daimler AG , Royal Dutch Shell PLC Class A , AstraZeneca PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Royal Dutch Shell PLC ADR Class A , Citigroup Inc , Anheuser-Busch Inbev SA , JPMorgan Chase & Co ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Host Hotels & Resorts Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
Sign-up for oibyx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Facebook Inc Class A , Walt Disney Co , Merck & Co Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Compass EMP US 500 Enh Vol Wtd ETF , Tyson Foods Inc Class A , Markel Corporation , ConocoPhillips , McDonald's Corp ,
  • Category: Large Blend
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  • Holdings: Bk Of Nova Scotia FRN , Chukchansi Econ Dev Auth 144A 9.75% , Forest Oil 7.25% , LinnCo LLC , Gentiva Health Svcs 11.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 5 Stars
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  • Holdings: Alliancebernstein Cayman Global Risk Allocation Mutual Funds , Japan(Govt Of) 0.1% , Germany (Federal Republic Of) 1.89827% , Norway(Kingdom Of) 3.75% , Italy(Rep Of) 2.1% ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
Sign-up for cabnx investment picks
  • Holdings: Liberty Media Corporation Class A , Liberty Global PLC Class C , Valeant Pharmaceuticals International Inc , Berkshire Hathaway Inc Class B , Directv ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard REIT ETF , Centene Corp , US Silica Holdings Inc , Teledyne Technologies Inc , Cognex Corp ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Host Hotels & Resorts Inc , Unibail-Rodamco SE ,
  • Category: Global Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Active Stock Master Portfolio , MIP International Tilts Master Portfolio , Russell 1000 Index Master , BlackRock CoreAlpha Bond Master Port , iShares International Dev Rel Est ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 1 Stars
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Funds From: advix - Advisory Research Intl Sm Cp Val Inv to nlpax - State Farm LifePath 2050 A
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