LFA

LifeGuide Financial Advisors Portfolio holdings

AUM $272M
1-Year Est. Return 5.53%
This Quarter Est. Return
1 Year Est. Return
+5.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$1.27M
3
+$892K
4
TMF icon
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
+$340K
5
BIBL icon
Inspire 100 ETF
BIBL
+$234K

Top Sells

1
+$14.3M
2
+$42.8K
3
+$21.4K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$4.43K
5
PPL icon
PPL Corp
PPL
+$143

Sector Composition

1 Industrials 1.5%
2 Consumer Staples 0.38%
3 Technology 0.19%
4 Utilities 0.16%
5 Communication Services 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$115K 0.09%
1,734
1
2