Funds From: cwicx - American Funds Capital World G/I 529C to grrcx - James Alpha Global Enhanced Real Ret C


  • Holdings: Novartis AG , Amgen Inc , Gilead Sciences Inc , Bayer AG , Altria Group Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Coca-Cola Co , Costco Wholesale Corp , Philip Morris International Inc , Reynolds American Inc , Procter & Gamble Co ,
  • Category: Consumer Defensive
  • Morningstar Rating: 2 Stars
Sign-up for iclex investment picks
  • Holdings: PIMCO EqS® Emerging Markets Instl , PIMCO Emerging Local Bond Instl , PIMCO Emerging Markets Bond Instl , PIMCO Emerging Markets Corp Bd Instl , Eem Us Trs Equity 3ml-10 Bps ,
  • Category: World Allocation
  • Morningstar Rating: 1 Stars
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  • Category: Ultrashort Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Nasdaq 100 E-Mini Jun14 Xcme 20140620 , Russell 2000 Mini Jun14 Imeq 20140620 , S+p500 Emini Fut Jun14 Xcme 20140620 , S80895211 Irs Aud R F 4.20000 Sl_1480895211_fixed Ccpvanill , S80895211 Irs Aud P V 06mbbsw Sl_1480895211_float Ccpvanilla ,
  • Category: Multialternative
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  • Holdings: FNMA 3% , Fannie Mae Single Family TBA 2.5% 2029-06-01 , FHLMC 4.5% , FNMA , FHLMC 4.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Capital Appreciation Value NAV , JHFunds2 Active Bond NAV , JHFunds2 Total Return NAV , JHancock Strategic Income Opps NAV ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Schlumberger NV , Apple Inc , Cisco Systems Inc , SunTrust Banks Inc , Qualcomm Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Dreyfus Emerging Markets I , Dreyfus Natural Resources I , Dreyfus International Bond I , Dreyfus Global Real Estate Securities I , Dreyfus Emerging Markets Debt Lcl Ccy I ,
  • Category: Multialternative
  • Morningstar Rating: 2 Stars
Sign-up for dsaax investment picks
  • Holdings: Berkshire Hathaway Inc Class B , Newell Rubbermaid Inc , Texas Instruments Inc , American Express Co , Danaher Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 4 Stars
Sign-up for bprsx investment picks
  • Holdings: Air New Zealand Ltd , Arrow Global Group PLC , Hays PLC , CT Environmental Group Ltd , Howden Joinery Group PLC ,
  • Category: Foreign Small/Mid Blend
  • Morningstar Rating: 3 Stars
Sign-up for linyx investment picks
  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
Sign-up for memux investment picks
  • Holdings: Fin Fut Euro$ Cme 12/14/15 , Irs Usd 1.500 03/18/15-1y (Red) Cme , Fin Fut Euro$ Cme 09/14/15 , Sptr Trs Equity 3ml+32 *Bullet* Jpm , Sptr Trs Equity 3ml+32.25 *Bullet* Brc ,
  • Category: Bear Market
Sign-up for psplx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Microsoft Corporation , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for sfxix investment picks
  • Holdings: Vanguard Dividend Apprec Idx ETF , iShares MSCI EAFE , Technology Select Sector SPDR® ETF , iShares Russell 1000 Growth , iShares MSCI USA Quality Factor ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
Sign-up for clccx investment picks
  • Holdings: Russell 2000 Mini Jun14 Imeq 20140620 , First Horizon National Corp , WellCare Health Plans Inc , Vishay Intertechnology Inc , Con-way Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 5 Stars
Sign-up for nmarx investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
Sign-up for thyax investment picks
  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for mffox investment picks
  • Holdings: Old Dominion Freight Lines , NewMarket Corp , Service Corp International Inc , Cabela's Inc , Albemarle Corp ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for tsfix investment picks
  • Holdings: Apple Inc , Brown-Forman Corp Class B , Red Hat Inc , Roche Holding AG ADR , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for lmgtx investment picks
  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
Sign-up for fmlcx investment picks
  • Holdings: iShares Core S&P 500 , First Trust Large Cap Core AlphaDEX , iShares Core High Dividend , iShares Core S&P Total US Stock Mkt , Guggenheim Enhanced Short Dur ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for astlx investment picks
  • Holdings: Mobile Mini Inc , On Assignment Inc , The Middleby Corp , H&E Equipment Services Inc , Ultimate Software Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
Sign-up for odinx investment picks
  • Holdings: Thor Industries Inc , Kennedy-Wilson Holdings Inc , Markit Ltd , Copart Inc , EnerSys ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 2 Stars
Sign-up for rmisx investment picks
  • Holdings: JHFunds2 Strategic Equity Allc NAV , Vanguard Total Bond Market ETF , Vanguard Interm-Tm Corp Bd Idx ETF , SPDR Barclays High Yield Bond , Vanguard Dividend Apprec Idx ETF ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
Sign-up for jrhox investment picks
  • Holdings: Cigna Corp , NetApp Inc , Ameriprise Financial Inc , WellPoint Inc , Hartford Financial Services Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for smvfx investment picks
  • Holdings: Cds French Govt , James Alpha Cayman Commodity , Armor Re 144A FRN , Cdx Hy Cdsi S21 5y , Etf Efficiente 8 Rc Index ,
  • Category: Tactical Allocation
  • Morningstar Rating: 1 Stars
Sign-up for grrcx investment picks
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Funds From: cwicx - American Funds Capital World G/I 529C to grrcx - James Alpha Global Enhanced Real Ret C
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