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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
+5.7%
1 Year Est. Return
+37.12%
3 Year Est. Return
+92.23%
5 Year Est. Return
+115.57%
10 Year Est. Return
AUM
$982M
AUM Growth
+$198M
Cap. Flow
+$155M
Cap. Flow %
15.81%
Top 10 Hldgs %
24.71%
Holding
534
New
73
Increased
274
Reduced
131
Closed
34

Sector Composition

Rank Sector Weight
1 Miscellaneous 64.44%
2 Healthcare 6.13%
3 Technology 5.15%
4 Financials 5.04%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AYI icon
501
Acuity Brands
AYI
$10B
-2,656
Closed -$613K
BNDX icon
502
Vanguard Total International Bond ETF
BNDX
$82.5B
-8,622
Closed -$468K
CXT icon
503
Crane NXT
CXT
$2.89B
-11,706
Closed -$293K
EMR icon
504
Emerson Electric
EMR
$86.6B
-3,701
Closed -$206K
B
505
Barrick Mining
B
$75.1B
-14,756
Closed -$236K
NAC icon
506
Nuveen California Quality Municipal Income Fund
NAC
$1.83B
-11,392
Closed -$161K
PAGP icon
507
Plains GP Holdings
PAGP
$5.54B
-10,679
Closed -$370K
PRGO icon
508
Perrigo
PRGO
$2.01B
-2,530
Closed -$211K
ROST icon
509
Ross Stores
ROST
$73.3B
-3,256
Closed -$214K
RWO icon
510
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.26B
-4,795
Closed -$225K
SDIV icon
511
Global X SuperDividend ETF
SDIV
$1.23B
-3,284
Closed -$205K
SPYG icon
512
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.6B
-8,876
Closed -$234K
SPYV icon
513
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
-8,312
Closed -$228K
TAP icon
514
Molson Coors Class B
TAP
$7.73B
-10,926
Closed -$1.06M
TLT icon
515
iShares 20+ Year Treasury Bond ETF
TLT
$46.8B
-1,789
Closed -$213K
UAA icon
516
Under Armour
UAA
$2.18B
-20,436
Closed -$594K
VCLT icon
517
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
-4,492
Closed -$401K
VDE icon
518
Vanguard Energy ETF
VDE
$10.7B
-3,025
Closed -$317K
VIS icon
519
Vanguard Industrials ETF
VIS
$8.07B
-2,196
Closed -$262K
WTMF icon
520
WisdomTree Managed Futures Strategy Fund
WTMF
$261M
-16,092
Closed -$667K
SLCA
521
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
-16,230
Closed -$920K
TWTR
522
DELISTED
Twitter, Inc.
TWTR
-12,375
Closed -$202K
ARNA
523
DELISTED
Arena Pharmaceuticals Inc
ARNA
-1,018
Closed -$14K
BT
524
DELISTED
BT Group plc (ADR)
BT
-9,079
Closed -$209K
APC
525
DELISTED
Anadarko Petroleum
APC
-3,461
Closed -$241K

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Level Four Advisory Services's Q1 2017 Portfolio in Review

As of Q1 2017, Level Four Advisory Services held 534 positions worth $982M, up 25% from $783M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Level Four Advisory Services deployed $155M of net new capital in Q1 2017, opening 73 new positions and adding to 274 existing holdings. Its largest new stake was VanEck Morningstar Wide Moat ETF: 108,690 shares worth $4.05M.

By sector, the portfolio is most concentrated in Miscellaneous at 64% of assets, up from 62% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was Vanguard Total Bond Market, an estimated $1.21M trimmed.

  • Level Four Advisory Services's largest Q1 2017 buy was VanEck Morningstar Wide Moat ETF: 108,690 shares worth $4.05M.
  • Level Four Advisory Services added most to State Street Financial Select Sector SPDR ETF in Q1 2017, an estimated $6.67M increase.
  • Level Four Advisory Services's biggest Q1 2017 reduction was Vanguard Total Bond Market, cutting an estimated $1.21M.
  • Level Four Advisory Services fully exited Spectra Energy Corp Wi in Q1 2017, selling an estimated $1.7M.
  • Level Four Advisory Services's ten largest holdings make up 25% of its $982M portfolio in Q1 2017.
  • Level Four Advisory Services opened 73 new positions and closed 34 in Q1 2017.
  • Level Four Advisory Services's portfolio value rose 25% quarter-over-quarter to $982M.

Based on Level Four Advisory Services's 13F filing for Q1 2017, filed 15 May 2017.