Premium Funds From: cibcx - American Funds Capital Income Bldr C to cvfcx - Pioneer Disciplined Value A


  • Holdings: Altria Group Inc , Verizon Communications Inc , AbbVie Inc , Philip Morris International Inc , Amgen Inc ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Amgen Inc , Gilead Sciences Inc , Verizon Communications Inc , Philip Morris International Inc , Altria Group Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Merck & Co Inc , Microsoft Corp , General Electric Co , Bristol-Myers Squibb Company , Pfizer Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Stone Ridge Reinsurance Risk Prm I , Stone Ridge Hi Yld Reinsurance Risk PrmI , EVINE Live Inc , NexPoint Credit Strategies Fund , Voya Financial Inc ,
  • Category: Multialternative
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  • Holdings: Sherwin-Williams Co , Electronic Arts Inc , SBA Communications Corp , Southwest Airlines Co , Kroger Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: NetApp Inc , Lockheed Martin Corp , EMC Corp , General Dynamics Corp , Dr Pepper Snapple Group Inc ,
  • Category: Large Blend
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  • Holdings: Apple Inc , S&P 500 Index Future Mar15 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Morningstar Rating: 4 Stars
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  • Holdings: United Therapeutics Corp , Liberty Ventures Class A , Netflix Inc , Madison Square Garden Co Class A , Project Ride Pfd Prvt ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Wells Fargo & Co , Exxon Mobil Corporation , Costco Wholesale Corp , Sempra Energy ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: SL Green Realty Corp , Edison International , Great Plains Energy Inc , Fifth Third Bancorp , M&T Bank Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Money Market-Taxable
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  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Palo Alto Networks 144A Cv , Salesforce Com Cv 0.25% , Omnicare Cv 3.5% ,
  • Category: Convertibles
  • Morningstar Rating: 3 Stars
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  • Holdings: Oracle Corporation , AIA Group Ltd , Keyence Corp , Bayer AG , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Medtronic PLC , Citigroup Inc , CVS Health Corp , Verizon Communications Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Southwest Airlines Co , Skyworks Solutions Inc , Greenbrier Companies Inc , Actavis PLC , Avago Technologies Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future Mar15 , Skyworks Solutions Inc , SL Green Realty Corp , Realty Income Corp , Equinix Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , SEI Investments Company , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Ametek Inc , Mettler-Toledo International Inc , Donaldson Co Inc , SEI Investments Company , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Kinder Morgan, Inc. , Energy Transfer Equity LP , Energy Transfer Partners LP , Williams Companies Inc , Enbridge Energy Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 1 Stars
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  • Holdings: Kinder Morgan, Inc. , Energy Transfer Equity LP , Energy Transfer Partners LP , Williams Companies Inc , Enbridge Energy Partners LP ,
  • Category: Energy Limited Partnership
  • Morningstar Rating: 1 Stars
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  • Holdings: Amazon.com Inc , Visa Inc Class A , Pharmacyclics Inc , LinkedIn Corp Class A , Facebook Inc Class A ,
  • Category: Large Growth
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  • Category: Multisector Bond
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  • Holdings: Simon Property Group Inc , Equity Residential , Health Care REIT, Inc. , Vornado Realty Trust , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds US Government Sec R6 , American Funds Invmt Co of Amer R6 , American Funds Global Balanced R6 , American Funds Capital World Gr&Inc R6 ,
  • Category: Moderate Allocation
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  • Holdings: Royal Dutch Shell PLC Class A , Procter & Gamble Co , Nestle SA , BP PLC , Total SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Procter & Gamble Co , Nestle SA , BP PLC , Total SA ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Memorial Production Partners LP , EV Energy Partners LP , Vanguard Natural Resources LLC , BreitBurn Energy Partners LP , Legacy Reserves LP ,
  • Category: Equity Energy
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  • Holdings: Memorial Production Partners LP , EV Energy Partners LP , Vanguard Natural Resources LLC , BreitBurn Energy Partners LP , Legacy Reserves LP ,
  • Category: Equity Energy
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  • Holdings: Aetna Inc , Pfizer Inc , PNC Financial Services Group Inc , Wells Fargo & Co , Medtronic PLC ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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Premium Funds From: cibcx - American Funds Capital Income Bldr C to cvfcx - Pioneer Disciplined Value A
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