LFAS
Level Four Advisory Services Portfolio holdings
AUM
$3.06B
1-Year Est. Return
20.95%
This Fund
S&P 500
1 Year Est. Return
+20.95%
AUM
$925M
AUM Growth
-$368M
(-28%)
Holding
645
Top Buys
| 1 | +$6.76M | |
| 2 | +$6.62M | |
| 3 | +$4.07M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$1.85M |
| 5 |
AGN
Allergan plc
AGN
|
+$1.33M |
Top Sells
| 1 | +$35.6M | |
| 2 | +$33.2M | |
| 3 | +$28.2M | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$22.5M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
+$19M |
Sector Composition
| 1 | Technology | 8.3% |
| 2 | Industrials | 8.09% |
| 3 | Financials | 6.82% |
| 4 | Energy | 6.03% |
| 5 | Healthcare | 5.83% |