LFA

LifeGuide Financial Advisors Portfolio holdings

AUM $301M
1-Year Est. Return 11.15%
This Quarter Est. Return
1 Year Est. Return
+11.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$4.1M
3
+$3.52M
4
PTL icon
Inspire 500 ETF
PTL
+$2.42M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.41M

Top Sells

1
+$2.2M
2
+$2.15M
3
+$1.07M
4
TMF icon
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
+$648K
5
EURL icon
Direxion Daily FTSE Europe Bull 3x Shares
EURL
+$583K

Sector Composition

1 Technology 1.42%
2 Consumer Staples 0.77%
3 Financials 0.35%
4 Consumer Discretionary 0.31%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
26
Walmart Inc
WMT
$950B
$708K 0.23%
6,277
+1,670
IBD icon
27
Inspire Corporate Bond ETF
IBD
$461M
$571K 0.19%
23,585
+963
VONV icon
28
Vanguard Russell 1000 Value ETF
VONV
$15.1B
$539K 0.18%
5,789
-1,323
HSY icon
29
Hershey
HSY
$40.4B
$488K 0.16%
2,676
-238
UPS icon
30
United Parcel Service
UPS
$92.2B
$477K 0.16%
4,725
-195
VB icon
31
Vanguard Small-Cap ETF
VB
$73.8B
$430K 0.14%
1,646
-93
AZN icon
32
AstraZeneca
AZN
$291B
$406K 0.13%
4,436
+10
VO icon
33
Vanguard Mid-Cap ETF
VO
$94.7B
$399K 0.13%
1,364
MSFT icon
34
Microsoft
MSFT
$3.39T
$382K 0.13%
808
-495
MCD icon
35
McDonald's
MCD
$220B
$367K 0.12%
1,210
+124
AMZN icon
36
Amazon
AMZN
$2.55T
$360K 0.12%
1,588
-53
PNC icon
37
PNC Financial Services
PNC
$83.3B
$321K 0.11%
1,520
+3
PPL icon
38
PPL Corp
PPL
$26.3B
$321K 0.11%
9,135
+347
SPXL icon
39
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$6.04B
$301K 0.1%
1,356
-4,823
META icon
40
Meta Platforms (Facebook)
META
$1.56T
$270K 0.09%
415
LNKB icon
41
LINKBANCORP
LNKB
$321M
$266K 0.09%
32,458
+8,578
TMF icon
42
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$3.92B
$261K 0.09%
7,046
-17,462
DRN icon
43
Direxion Daily Real Estate Bull 3X Shares
DRN
$59.2M
$256K 0.09%
30,095
-58,740
SPGI icon
44
S&P Global
SPGI
$165B
$246K 0.08%
+480
BIBL icon
45
Inspire 100 ETF
BIBL
$383M
$228K 0.08%
4,967
-47,824
BRK.B icon
46
Berkshire Hathaway Class B
BRK.B
$1.06T
$224K 0.07%
450
-77
HD icon
47
Home Depot
HD
$377B
$214K 0.07%
+619
EDC icon
48
Direxion Daily Emerging Markets Bull 3X Shares
EDC
$148M
– –
-6,560
EURL icon
49
Direxion Daily FTSE Europe Bull 3x Shares
EURL
$40.3M
– –
-16,881
SHY icon
50
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
– –
-26,049
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