Funds From: rmiix - RiverFront Moderate Growth & Income I to atsnx - AQR Tax-Managed Sm Cap Momentum N


  • Holdings: WisdomTree LargeCap Dividend , ALPS RiverFront Strategic Income , iShares 1-3 Year Credit Bond , PIMCO 0-5 Year High Yld Corp Bd Idx ETF , SPDR BarCap ST High Yield Bond ETF ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , American Tower Corp , Amazon.com Inc , Equinix Inc , Costco Wholesale Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
Sign-up for gsttx investment picks
  • Holdings: Valspar Corp , Gorman-Rupp Co , U.S. Bancorp , Wells Fargo & Co , Cedar Fair LP ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC ,
  • Category: Long/Short Equity
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  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios , US Treasury Note 1.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ftbnx investment picks
  • Holdings: Netflix Inc , Incyte Corp Ltd , Synageva BioPharma Corp , Domino's Pizza Inc , Myriad Genetics Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
Sign-up for cspbx investment picks
  • Holdings: Novartis AG , Verizon Communications Inc , Roche Holding AG , Total SA , Shire PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for invyx investment picks
  • Holdings: General Electric Co , Apple Inc , Pfizer Inc , AT&T Inc , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for gsesx investment picks
  • Holdings: John Wiley & Sons Inc Class A , Wells Fargo & Co , The Hershey Co , Microsoft Corp , Walgreen Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for piozx investment picks
  • Holdings: PL Large-Cap Value P , PL Comstock P , PL Main Street Core P , PL Managed Bond P , PL International Large-Cap P ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
Sign-up for podrx investment picks
  • Holdings: Putnam Dynamic Asset Allocation Equity Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 700 Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 100 Y ,
  • Category: Target Date 2051+
  • Morningstar Rating: 3 Stars
Sign-up for f00000ll3o investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Directv , Berkshire Hathaway Inc Class B , International Business Machines Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for mfqax investment picks
  • Holdings: Affiliated Managers Group Inc , OSI Systems Inc , Eagle Bancorp Inc , Bank of the Ozarks Inc , Discover Financial Services ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
Sign-up for pmvix investment picks
  • Holdings: JPMorgan Inflation Managed Bond R6 , JPMorgan Floating Rate Income R6 , JPMorgan Realty Income R5 , iShares Global Infrastructure , JPMorgan Commodities Strategy R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
Sign-up for jrnax investment picks
  • Holdings: American Funds Interm Bd Fd of Amer R6 , American Funds Mortgage R6 , American Funds Bond Fund of Amer R6 , American Funds ST Bd Fd of America R6 , American Funds Inc Fund of Amer R6 ,
  • Category: Conservative Allocation
Sign-up for cfibx investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Chevron Corp , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for cmnwx investment picks
  • Holdings: iShares MSCI EAFE , Wesfarmers Ltd , Telstra Corp Ltd , Woolworths Ltd , AstraZeneca PLC ,
  • Category: Foreign Large Blend
Sign-up for andnx investment picks
  • Holdings: Roche Holding AG , Novartis AG , Shire PLC , Novo Nordisk A/S , Anheuser-Busch Inbev SA ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for pdipx investment picks
  • Holdings: PL Large-Cap Value P , PL Comstock P , PL Main Street Core P , PL International Large-Cap P , PL Small-Cap Value P ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for poeax investment picks
  • Holdings: Blackrock Total Return Fund 2025 , Blackrock Large Cap Growth 2025 , Blackrock Mstr Basic Val Fund 2025 , BlackRock Long-Horizon Equity Instl , BlackRock Strategic Income Opps Instl ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 3 Stars
Sign-up for blcix investment picks
  • Holdings: Carrizo Oil & Gas Inc , iShares Russell 2000 , First Interstate Bancsystem , Synaptics Inc , GT Advanced Technologies Inc ,
  • Category: Small Growth
Sign-up for atsnx investment picks
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Funds From: rmiix - RiverFront Moderate Growth & Income I to atsnx - AQR Tax-Managed Sm Cap Momentum N
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