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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
+2.59%
1 Year Est. Return
+37.12%
3 Year Est. Return
+92.23%
5 Year Est. Return
+115.57%
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$83M
Cap. Flow
+$48.1M
Cap. Flow %
3.5%
Top 10 Hldgs %
24.31%
Holding
644
New
94
Increased
257
Reduced
203
Closed
33

Sector Composition

Rank Sector Weight
1 Miscellaneous 62.16%
2 Technology 5.98%
3 Energy 5.5%
4 Financials 4.94%
5 Industrials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LAZ icon
601
Lazard
LAZ
$4.25B
-8,079
Closed -$425K
LBRDA
602
DELISTED
Liberty Broadband Class A
LBRDA
-2,567
Closed -$218K
MCHP icon
603
Microchip Technology
MCHP
$39.6B
-10,154
Closed -$464K
NCLH icon
604
Norwegian Cruise Line
NCLH
$7.65B
-3,887
Closed -$206K
NEA icon
605
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.39B
-11,550
Closed -$150K
NOG icon
606
Northern Oil and Gas
NOG
$2.74B
-1,460
Closed -$29K
NOK icon
607
Nokia
NOK
$57.2B
-101,553
Closed -$555K
NTES icon
608
NetEase
NTES
$78.6B
-7,560
Closed -$424K
NUV icon
609
Nuveen Municipal Value Fund
NUV
$1.89B
-11,086
Closed -$105K
ON icon
610
ON Semiconductor
ON
$28.3B
-16,863
Closed -$412K
PHM icon
611
Pultegroup
PHM
$24.5B
-8,737
Closed -$258K
ROM icon
612
ProShares Ultra Technology
ROM
$1.25B
-17,568
Closed -$203K
SPHD icon
613
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.42B
-5,182
Closed -$204K
SPIB icon
614
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
-53,995
Closed -$1.81M
SPSB icon
615
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
-61,219
Closed -$1.85M
WLK icon
616
Westlake Corp
WLK
$9.68B
-3,199
Closed -$356K
WYNN icon
617
Wynn Resorts
WYNN
$9.81B
-4,176
Closed -$762K
TCP
618
DELISTED
TC Pipelines LP
TCP
-18,328
Closed -$636K
CHK
619
DELISTED
Chesapeake Energy Corporation
CHK
-87
Closed -$53K
EQM
620
DELISTED
EQM Midstream Partners, LP
EQM
-12,562
Closed -$742K
ULTI
621
DELISTED
Ultimate Software Group Inc
ULTI
-3,978
Closed -$969K
EEQ
622
DELISTED
Enbridge Energy Management Llc
EEQ
-46,568
Closed -$397K
KYE
623
DELISTED
Kayne Anderson Energy
KYE
-20,000
Closed -$172K
MON
624
DELISTED
Monsanto Co
MON
-10,214
Closed -$1.19M

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Level Four Advisory Services's Q2 2018 Portfolio in Review

As of Q2 2018, Level Four Advisory Services held 644 positions worth $1.37B, up 6.4% from $1.29B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Level Four Advisory Services deployed $48.1M of net new capital in Q2 2018, opening 94 new positions and adding to 257 existing holdings. Its largest new stake was Invesco S&P 500 Pure Value ETF: 55,314 shares worth $3.64M.

By sector, the portfolio is most concentrated in Miscellaneous at 62% of assets, down from 65% a quarter earlier, followed by Technology and Energy.

On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $10.1M trimmed.

  • Level Four Advisory Services's largest Q2 2018 buy was Invesco S&P 500 Pure Value ETF: 55,314 shares worth $3.64M.
  • Level Four Advisory Services added most to State Street Energy Select Sector SPDR ETF in Q2 2018, an estimated $6.12M increase.
  • Level Four Advisory Services's biggest Q2 2018 reduction was Invesco QQQ Trust, cutting an estimated $10.1M.
  • Level Four Advisory Services fully exited Vanguard World Funds Extended Duration ETF in Q2 2018, selling an estimated $3.88M.
  • Level Four Advisory Services's ten largest holdings make up 24% of its $1.37B portfolio in Q2 2018.
  • Level Four Advisory Services opened 94 new positions and closed 33 in Q2 2018.
  • Level Four Advisory Services's portfolio value rose 6.4% quarter-over-quarter to $1.37B.

Based on Level Four Advisory Services's 13F filing for Q2 2018, filed 14 Aug 2018.