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LFAS

Level Four Advisory Services Portfolio holdings

AUM $3.54B
1-Year Est. Return 37.12%
This Fund
S&P 500
This Quarter Est. Return
+1.88%
1 Year Est. Return
+37.12%
3 Year Est. Return
+92.23%
5 Year Est. Return
+115.57%
10 Year Est. Return
AUM
$650M
AUM Growth
-$332M
Cap. Flow
-$333M
Cap. Flow %
-51.32%
Top 10 Hldgs %
20.52%
Holding
501
New
1
Increased
1
Reduced
300
Closed
29

Top Buys

Rank Stock Value
1
VLO icon
Valero Energy
VLO
+$1.93M

Sector Composition

Rank Sector Weight
1 Miscellaneous 60.79%
2 Healthcare 7.48%
3 Technology 5.74%
4 Financials 5.11%
5 Consumer Staples 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GD icon
301
General Dynamics
GD
$103B
$390K 0.06%
2,096
-117
-5% -$22.9K
IWN icon
302
iShares Russell 2000 Value ETF
IWN
$14.5B
$389K 0.06%
3,367
-64,773
-95% -$7.61M
PRU icon
303
Prudential Financial
PRU
$41.3B
$388K 0.06%
3,675
-7,066
-66% -$750K
MBLY
304
DELISTED
Mobileye N.V.
MBLY
$388K 0.06%
6,327
-5,005
-44% -$310K
GDX icon
305
VanEck Gold Miners ETF
GDX
$31B
$387K 0.06%
16,479
-1,325
-7% -$30.1K
AJG icon
306
Arthur J. Gallagher & Co
AJG
$68.6B
$386K 0.06%
6,884
-4,727
-41% -$267K
NI icon
307
NiSource
NI
$19.5B
$386K 0.06%
16,243
-56
-0.3% -$1.4K
RPM icon
308
RPM International
RPM
$13.6B
$379K 0.06%
7,065
-62
-0.9% -$3.32K
HYG icon
309
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$376K 0.06%
4,306
CZA icon
310
Invesco Zacks Mid-Cap ETF
CZA
$184M
$374K 0.06%
6,477
CNP icon
311
CenterPoint Energy
CNP
$25.8B
$372K 0.06%
13,351
-84
-0.6% -$2.36K
FXZ icon
312
First Trust Materials AlphaDEX Fund
FXZ
$400M
$371K 0.06%
9,898
ISCB icon
313
iShares Morningstar Small-Cap ETF
ISCB
$287M
$370K 0.06%
9,500
TROW icon
314
T. Rowe Price
TROW
$23.7B
$369K 0.06%
5,358
-211
-4% -$15.1K
UL icon
315
Unilever
UL
$140B
$368K 0.06%
6,666
-3,699
-36% -$221K
DD
316
DELISTED
Du Pont De Nemours E I
DD
$368K 0.06%
4,568
-27
-0.6% -$2.16K
CRTO icon
317
Criteo S.A.
CRTO
$855M
$367K 0.06%
7,183
-3,352
-32% -$170K
TDG icon
318
TransDigm Group
TDG
$65.6B
$366K 0.06%
1,631
-1,112
-41% -$282K
BXMT icon
319
Blackstone Mortgage Trust
BXMT
$2.31B
$364K 0.06%
11,800
CLX icon
320
Clorox
CLX
$12.4B
$364K 0.06%
2,708
BAC.PRL icon
321
Bank of America Series L
BAC.PRL
$3.99B
$360K 0.06%
300
MDIV icon
322
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$432M
$359K 0.06%
18,431
HSBC.PRA
323
DELISTED
HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A)
HSBC.PRA
$358K 0.06%
13,799
-730
-5% -$19.1K
WDC icon
324
Western Digital
WDC
$166B
$355K 0.05%
5,678
-146
-3% -$9.7K
ATR icon
325
AptarGroup
ATR
$8.46B
$353K 0.05%
4,640
-101
-2% -$8.31K

Similar funds

Level Four Advisory Services's Q2 2017 Portfolio in Review

As of Q2 2017, Level Four Advisory Services held 501 positions worth $650M, down 34% from $982M the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Level Four Advisory Services withdrew a net $333M in Q2 2017, closing 29 positions and reducing 300 holdings. Its most notable exit was Vanguard Short-Term Bond ETF, an estimated $8.83M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 61% of assets, down from 64% a quarter earlier, followed by Healthcare and Technology.

Against the trend, Level Four Advisory Services added an estimated $1.93M to Valero Energy.

  • Level Four Advisory Services added most to Valero Energy in Q2 2017, an estimated $1.93M increase.
  • Level Four Advisory Services's biggest Q2 2017 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $31.5M.
  • Level Four Advisory Services fully exited Vanguard Short-Term Bond ETF in Q2 2017, selling an estimated $8.83M.
  • Level Four Advisory Services's ten largest holdings make up 21% of its $650M portfolio in Q2 2017.
  • Level Four Advisory Services opened 1 new position and closed 29 in Q2 2017.
  • Level Four Advisory Services's portfolio value fell 34% quarter-over-quarter to $650M.

Based on Level Four Advisory Services's 13F filing for Q2 2017, filed 12 Jul 2017.