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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
+4.59%
1 Year Est. Return
+37.12%
3 Year Est. Return
+92.23%
5 Year Est. Return
+115.57%
10 Year Est. Return
AUM
$991M
AUM Growth
+$82.7M
Cap. Flow
+$46.5M
Cap. Flow %
4.69%
Top 10 Hldgs %
27.14%
Holding
542
New
33
Increased
262
Reduced
194
Closed
21
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPEM icon
501
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$208K 0.02%
5,856
+368
+7% +$13K
CCLD icon
502
CareCloud
CCLD
$105M
$206K 0.02%
40,750
FMHI icon
503
First Trust Municipal High Income ETF
FMHI
$1.01B
$206K 0.02%
+3,945
New +$204K
BSCK
504
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
$205K 0.02%
+9,663
New +$205K
JPHF
505
DELISTED
JPMorgan Diversified Alternatives ETF
JPHF
$204K 0.02%
8,336
-14,818
-64% -$364K
HOMB icon
506
Home BancShares
HOMB
$5.94B
$203K 0.02%
10,564
-1,000
-9% -$18.6K
XEL icon
507
Xcel Energy
XEL
$47.5B
$202K 0.02%
+3,395
New +$195K
ADI icon
508
Analog Devices
ADI
$175B
$200K 0.02%
+1,771
New +$192K
EQH icon
509
Equitable Holdings
EQH
$13.7B
$200K 0.02%
+9,553
New +$206K
NZF icon
510
Nuveen Municipal Credit Income Fund
NZF
$2.39B
$194K 0.02%
12,315
-1,524
-11% -$23.6K
ACB
511
Aurora Cannabis
ACB
$253M
$177K 0.02%
189
+36
+24% +$36.2K
PHX
512
DELISTED
PHX Minerals
PHX
$156K 0.02%
+12,000
New +$172K
TEUM
513
DELISTED
Pareteum Corporation
TEUM
$136K 0.01%
52,200
+14,000
+37% +$55.4K
RTL
514
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
$126K 0.01%
11,600
+1,600
+16% +$16.7K
WTI icon
515
W&T Offshore
WTI
$540M
$94K 0.01%
19,000
DMK
516
DELISTED
DMK Pharmaceuticals Corporation Common Stock
DMK
$83K 0.01%
907
-3
-0.3% -$365
OVV icon
517
Ovintiv
OVV
$17.8B
$81K 0.01%
+3,506
New +$109K
MUX icon
518
McEwen Inc
MUX
$1.25B
$69K 0.01%
3,951
BBVA icon
519
Banco Bilbao Vizcaya Argentaria
BBVA
$160B
$57K 0.01%
10,324
WKHS icon
520
Workhorse Group
WKHS
$33.8M
$53K 0.01%
6
VIVS
521
VivoSim Labs
VIVS
$3.88M
$8K ﹤0.01%
63
CFA icon
522
VictoryShares US 500 Volatility Wtd ETF
CFA
$547M
-6,225
Closed -$312K
CII icon
523
BlackRock Enhanced Captial and Income Fund
CII
$1.01B
-11,604
Closed -$183K
FGD icon
524
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.63B
-8,701
Closed -$203K
HAL icon
525
Halliburton
HAL
$30.2B
-11,832
Closed -$347K

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Level Four Advisory Services's Q2 2019 Portfolio in Review

As of Q2 2019, Level Four Advisory Services held 542 positions worth $991M, up 9.1% from $908M the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Level Four Advisory Services deployed $46.5M of net new capital in Q2 2019, opening 33 new positions and adding to 262 existing holdings. Its largest new stake was Invesco BulletShares 2023 Corporate Bond ETF: 87,316 shares worth $1.85M.

By sector, the portfolio is most concentrated in Miscellaneous at 50% of assets, up from 49% a quarter earlier, followed by Industrials and Technology.

On the sell side, the largest reduction was State Street Health Care Select Sector SPDR ETF, an estimated $4.3M trimmed.

  • Level Four Advisory Services's largest Q2 2019 buy was Invesco BulletShares 2023 Corporate Bond ETF: 87,316 shares worth $1.85M.
  • Level Four Advisory Services added most to iShares Core S&P 500 ETF in Q2 2019, an estimated $16.1M increase.
  • Level Four Advisory Services's biggest Q2 2019 reduction was State Street Health Care Select Sector SPDR ETF, cutting an estimated $4.3M.
  • Level Four Advisory Services fully exited Invesco S&P SmallCap 600 Pure Growth ETF in Q2 2019, selling an estimated $1.2M.
  • Level Four Advisory Services's ten largest holdings make up 27% of its $991M portfolio in Q2 2019.
  • Level Four Advisory Services opened 33 new positions and closed 21 in Q2 2019.
  • Level Four Advisory Services's portfolio value rose 9.1% quarter-over-quarter to $991M.

Based on Level Four Advisory Services's 13F filing for Q2 2019, filed 14 Aug 2019.