Funds From: olcyx - Oppenheimer Rochester Ltd Term CA MuniY to paabx - Pacific Advisors Balanced A


  • Category: Muni Single State Short
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 5 Stars
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  • Holdings: Micron Technology Inc , Alliance Data Systems Corp , Aspen Technology Inc , Vertex Pharmaceuticals Inc , Cree Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Category: Money Market-Taxable
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  • Category: Intermediate-Term Bond
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  • Holdings: Albany Molecular Research Inc , IGI Inc , Motorcar Parts of America Inc , Repligen Corp , Nautilus Inc ,
  • Category: Small Growth
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Helen of Troy, Ltd. , Graphic Packaging Holding Co , PacWest Bancorp , Matador Resources Co , ACI Worldwide Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: RidgeWorth Total Return Bond IS , RidgeWorth Large Cap Growth Stock IS , RidgeWorth Large Cap Value Equity IS , iShares Core US Aggregate Bond , RidgeWorth Mid-Cap Value Equity IS ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR® S&P Biotech ETF , Carmike Cinemas Inc , Physicians Realty Trust , Callon Petroleum Co , Move Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Illumina Inc , Twitter Inc , LinkedIn Corp Class A , Intuitive Surgical Inc , Tesla Motors Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
Sign-up for lansx investment picks
  • Holdings: Apple Inc , US Treasury Note 3.625% , Fed Natl Mort Assc 3.5% , Mini Msci Emg Mkt Dec14 Ifus 20141219 , Fannie Mae Single Family TBA 4% 2044-11-01 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
Sign-up for wfobx investment picks
  • Holdings: Valero Energy Corp , Google Inc Class A , Comcast Corp Class A , Ford Motor Co , Anadarko Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for camox investment picks
  • Holdings: Apple Inc , Allergan Inc , Biogen Idec Inc , Walt Disney Co , Northrop Grumman Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: VALIC Company I Stock Index , VALIC Company I Global Real Estate , VALIC Company I Foreign Value , VALIC Company I International Eqs Idx , VALIC Company II Core Bond ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
Sign-up for vaglx investment picks
  • Holdings: Baidu Inc ADR , Hikma Pharmaceuticals PLC , Novo Nordisk A/S , Samsung Electronics Co Ltd , International Container Terminal Services Inc ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
Sign-up for cnwax investment picks
  • Holdings: Apple Inc , Facebook Inc Class A , Gilead Sciences Inc , Google Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for pnobx investment picks
  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , Kroger Co , Sempra Energy , Illumina Inc , Cigna Corp ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
Sign-up for fsclx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Gilead Sciences Inc , Oracle Corporation , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Vanguard Mega Cap Growth ETF , iShares S&P 500 Growth , iShares S&P 100 , Guggenheim S&P 500® Pure Growth ETF , Domini Social Equity Instl ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
Sign-up for tactx investment picks
  • Holdings: SPDR® S&P 500 ETF , iShares MSCI Emerging Markets , SPDR® Barclays High Yield Bond ETF , 10 Year US Treasury Note Future Dec14 , PowerShares DB Commodity Tracking ETF ,
  • Category: Multialternative
  • Morningstar Rating: 3 Stars
Sign-up for dnavx investment picks
  • Holdings: Chevron Corp , Exxon Mobil Corporation , JPMorgan Chase & Co , Johnson & Johnson , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Novartis AG , Roche Holding AG Dividend Right Cert. , Toyota Motor Corp , GlaxoSmithKline PLC , BP PLC ADR ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Ultrashort Bond
Sign-up for bbsox investment picks
  • Holdings: Kirby Corp , Kansas City Southern Inc , CVS Health Corp , Halliburton Co , Wal-Mart Stores Inc ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 1 Stars
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Funds From: olcyx - Oppenheimer Rochester Ltd Term CA MuniY to paabx - Pacific Advisors Balanced A
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