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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
1 Year Est. Return
+24.08%
AUM
$2.53B
AUM Growth
+$1.56B
(+161%)
Holding
583
Top Buys
| 1 | +$22.1M | |
| 2 | +$10.1M | |
| 3 | +$3.12M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.72M |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$2.35M |
Top Sells
| 1 | +$5.17M | |
| 2 | +$2.04M | |
| 3 | +$1.86M | |
| 4 |
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
|
+$1.4M |
| 5 |
First Trust Health Care AlphaDEX Fund
FXH
|
+$1.26M |
Sector Composition
| 1 | Technology | 14.75% |
| 2 | Financials | 12.9% |
| 3 | Consumer Discretionary | 7.92% |
| 4 | Industrials | 6.97% |
| 5 | Healthcare | 6.72% |