LFA
LifeGuide Financial Advisors Portfolio holdings
AUM
$271M
This Quarter Return
-6.46%
1 Year Return
+10.61%
3 Year Return
+14.63%
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
-$4.53M
(-3.4%)
Cap. Flow
+$4.41M
Cap. Flow
% of AUM
3.4%
Top 10 Holdings %
Top 10 Hldgs %
92.42%
Holding
26
New
2
Increased
13
Reduced
5
Closed
–
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$15.3M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$1.27M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$892K |
| 4 |
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
|
$340K |
| 5 |
Inspire 100 ETF
BIBL
|
$234K |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$14.3M |
| 2 |
Direxion Daily Real Estate Bull 3X Shares
DRN
|
$42.8K |
| 3 |
United Parcel Service
UPS
|
$21.4K |
| 4 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$4.43K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
SiriusXM
SIRI
$7.95B
| $115K | 0.09% |
1,734
| – | – |
|