LFA

LifeGuide Financial Advisors Portfolio holdings

AUM $313M
1-Year Est. Return 8.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.79M
3
+$2.78M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$2.66M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.18M

Top Sells

1
+$406K
2
+$228K
3
+$130K
4
LNKB icon
LINKBANCORP
LNKB
+$106K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$48.6K

Sector Composition

1 Technology 1.18%
2 Consumer Staples 0.7%
3 Energy 0.34%
4 Financials 0.29%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
26
Walmart Inc
WMT
$995B
$773K 0.25%
6,221
-56
IBD icon
27
Inspire Corporate Bond ETF
IBD
$488M
$637K 0.2%
26,691
+3,106
HSY icon
28
Hershey
HSY
$38.9B
$557K 0.18%
2,678
+2
VONV icon
29
Vanguard Russell 1000 Value ETF
VONV
$17.6B
$530K 0.17%
5,651
-138
UPS icon
30
United Parcel Service
UPS
$89.3B
$435K 0.14%
4,421
-304
VB icon
31
Vanguard Small-Cap ETF
VB
$75.6B
$431K 0.14%
1,646
VO icon
32
Vanguard Mid-Cap ETF
VO
$97.2B
$392K 0.13%
1,364
MCD icon
33
McDonald's
MCD
$218B
$373K 0.12%
1,200
-10
PPL icon
34
PPL Corp
PPL
$29.6B
$349K 0.11%
9,135
AMZN icon
35
Amazon
AMZN
$2.69T
$322K 0.1%
1,548
-40
PNC icon
36
PNC Financial Services
PNC
$89.3B
$316K 0.1%
1,517
-3
MSFT icon
37
Microsoft
MSFT
$3.12T
$299K 0.1%
808
META icon
38
Meta Platforms (Facebook)
META
$1.71T
$271K 0.09%
473
+58
SPXL icon
39
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$5.74B
$270K 0.09%
1,460
+104
DRN icon
40
Direxion Daily Real Estate Bull 3X ETF
DRN
$52.7M
$232K 0.07%
27,056
-3,039
TMF icon
41
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.83B
$228K 0.07%
6,315
-731
JNJ icon
42
Johnson & Johnson
JNJ
$565B
$222K 0.07%
+909
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.02T
$216K 0.07%
450
SPGI icon
44
S&P Global
SPGI
$129B
$204K 0.07%
480
HD icon
45
Home Depot
HD
$336B
$204K 0.07%
620
+1
LNKB icon
46
LINKBANCORP
LNKB
$331M
$168K 0.05%
20,185
-12,273
BIBL icon
47
Inspire 100 ETF
BIBL
$401M
– –
-4,967
AZN icon
48
AstraZeneca
AZN
$311B
– –
-4,436
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