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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
+3.72%
1 Year Est. Return
+37.12%
3 Year Est. Return
+92.23%
5 Year Est. Return
+115.57%
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$479M
Cap. Flow
+$363M
Cap. Flow %
32.19%
Top 10 Hldgs %
27.88%
Holding
547
New
75
Increased
271
Reduced
138
Closed
43

Sector Composition

Rank Sector Weight
1 Miscellaneous 68.6%
2 Healthcare 5.36%
3 Technology 5.08%
4 Financials 4.2%
5 Energy 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PBT
526
Permian Basin Royalty Trust
PBT
$1.58B
-10,549
Closed -$101K
TOTL icon
527
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.99B
-36,103
Closed -$1.77M
TXN icon
528
Texas Instruments
TXN
$235B
-2,620
Closed -$210K
USB icon
529
US Bancorp
USB
$97.3B
-4,074
Closed -$208K
USFD icon
530
US Foods
USFD
$23.1B
-26,101
Closed -$720K
VMBS icon
531
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
-4,140
Closed -$218K
WSM icon
532
Williams-Sonoma
WSM
$27.5B
-10,670
Closed -$287K
CDMO
533
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
-8,243
Closed -$37K
PXD
534
DELISTED
Pioneer Natural Resource Co.
PXD
-2,719
Closed -$512K
NS
535
DELISTED
NuStar Energy L.P.
NS
-4,423
Closed -$226K
AGN
536
DELISTED
Allergan plc
AGN
-3,371
Closed -$802K
PX
537
DELISTED
Praxair Inc
PX
-1,775
Closed -$210K
DD
538
DELISTED
Du Pont De Nemours E I
DD
-4,568
Closed -$368K
MBLY
539
DELISTED
Mobileye N.V.
MBLY
-6,327
Closed -$388K
RAI
540
DELISTED
Reynolds American Inc
RAI
-20,915
Closed -$1.33M
MJN
541
DELISTED
Mead Johnson Nutrition Company
MJN
-4,433
Closed -$396K
VAL
542
DELISTED
Valspar
VAL
-1,844
Closed -$205K
FNBC
543
DELISTED
First NBC Bank Holding Company
FNBC
-419,162
Closed -$1.49M
MEP
544
DELISTED
Midcoast Energy Partners, L.P.
MEP
-34,537
Closed -$278K
SBNY
545
DELISTED
Signature Bank
SBNY
-1,824
Closed -$260K
FTR
546
DELISTED
Frontier Communications Corp.
FTR
-1,143
Closed -$36K
ETP
547
DELISTED
Energy Transfer Partners L.p.
ETP
-6,665
Closed -$242K

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Level Four Advisory Services's Q3 2017 Portfolio in Review

As of Q3 2017, Level Four Advisory Services held 547 positions worth $1.13B, up 74% from $650M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Level Four Advisory Services deployed $363M of net new capital in Q3 2017, opening 75 new positions and adding to 271 existing holdings. Its largest new stake was Vanguard Short-Term Bond ETF: 112,048 shares worth $8.94M.

By sector, the portfolio is most concentrated in Miscellaneous at 69% of assets, up from 61% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was Invesco S&P Ultra Dividend Revenue ETF, an estimated $4.88M trimmed.

  • Level Four Advisory Services's largest Q3 2017 buy was Vanguard Short-Term Bond ETF: 112,048 shares worth $8.94M.
  • Level Four Advisory Services added most to iShares Russell 1000 Growth ETF in Q3 2017, an estimated $33.3M increase.
  • Level Four Advisory Services's biggest Q3 2017 reduction was Invesco S&P Ultra Dividend Revenue ETF, cutting an estimated $4.88M.
  • Level Four Advisory Services fully exited State Street DoubleLine Total Return Tactical ETF in Q3 2017, selling an estimated $1.77M.
  • Level Four Advisory Services's ten largest holdings make up 28% of its $1.13B portfolio in Q3 2017.
  • Level Four Advisory Services opened 75 new positions and closed 43 in Q3 2017.
  • Level Four Advisory Services's portfolio value rose 74% quarter-over-quarter to $1.13B.

Based on Level Four Advisory Services's 13F filing for Q3 2017, filed 15 Nov 2017.