We are live on ! Find out more
LFAS

Level Four Advisory Services Portfolio holdings

AUM $3.05B
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.92B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$5.1M
3
+$5.01M
4
FMDE icon
Fidelity Enhanced Mid Cap Core ETF
FMDE
+$3.89M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.66M

Top Sells

1
+$6.13M
2
+$5.27M
3
+$3.74M
4
AAPL icon
Apple
AAPL
+$3.61M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.27M

Sector Composition

1 Technology 19.3%
2 Financials 8.21%
3 Consumer Discretionary 6.65%
4 Industrials 5.72%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.92M 0.07%
75,357
+4,356
277
$1.92M 0.07%
20,910
+2,528
278
$1.89M 0.06%
12,841
+101
279
$1.89M 0.06%
66,806
+416
280
$1.89M 0.06%
5,491
+189
281
$1.88M 0.06%
4,062
+228
282
$1.88M 0.06%
3,884
+25
283
$1.86M 0.06%
14,925
+4,867
284
$1.86M 0.06%
33,534
+17,946
285
$1.86M 0.06%
25,932
+1,141
286
$1.85M 0.06%
34,673
+3,434
287
$1.85M 0.06%
30,224
+852
288
$1.84M 0.06%
7,401
+472
289
$1.84M 0.06%
8,281
-307
290
$1.84M 0.06%
169,375
+19,440
291
$1.84M 0.06%
41,126
-19,128
292
$1.83M 0.06%
2,815
+181
293
$1.82M 0.06%
39,890
+1,014
294
$1.82M 0.06%
48,227
+1,282
295
$1.81M 0.06%
20,916
+664
296
$1.8M 0.06%
7,292
-1,374
297
$1.79M 0.06%
128,924
+4,073
298
$1.75M 0.06%
+15,587
299
$1.74M 0.06%
20,749
+10,764
300
$1.73M 0.06%
39,423
-365
10 11
12
13 14