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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
401
$1.05M 0.04%
10,330
-35
402
$1.05M 0.04%
2,296
+430
403
$1.05M 0.04%
7,383
-73
404
$1.04M 0.04%
22,232
+1,696
405
$1.03M 0.04%
2,799
+264
406
$1.03M 0.04%
22,985
+9,252
407
$1.03M 0.04%
9,450
408
$1.02M 0.04%
23,295
+14,624
409
$1.02M 0.03%
2,078
+136
410
$994K 0.03%
12,367
411
$993K 0.03%
1,629
-127
412
$981K 0.03%
2,326
-135
413
$979K 0.03%
10,030
+781
414
$974K 0.03%
11,666
-913
415
$971K 0.03%
3,131
+385
416
$970K 0.03%
20,369
+2,567
417
$964K 0.03%
9,803
+351
418
$964K 0.03%
23,823
+2
419
$963K 0.03%
4,603
+1,827
420
$959K 0.03%
8,675
+4,406
421
$953K 0.03%
3,305
+915
422
$945K 0.03%
15,261
-412
423
$942K 0.03%
54,534
+864
424
$941K 0.03%
7,872
+61
425
$932K 0.03%
35,430
-2,671
15 16
17
18 19