LFAS

Level Four Advisory Services Portfolio holdings

AUM $2.71B
1-Year Est. Return 17.57%
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1 +$30.7M
2 +$29.8M
3 +$27.6M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$25.9M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$19.5M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.61%
2 Energy 5.21%
3 Financials 5.18%
4 Technology 5.17%
5 Consumer Discretionary 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$145K 0.02%
+1,546
452
$128K 0.02%
+73
453
$124K 0.02%
+2,445
454
$122K 0.02%
+17,300
455
$114K 0.01%
+3,916
456
$109K 0.01%
+12,027
457
$53K 0.01%
+19,000
458
$19K ﹤0.01%
+23,673
459
$18K ﹤0.01%
+8,243
460
$14K ﹤0.01%
+1,018