LFA

LifeGuide Financial Advisors Portfolio holdings

AUM $301M
1-Year Est. Return 11.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.33%
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
+$15.5M
2
+$1.24M
3
+$921K
4
TMF icon
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
+$393K
5
BIBL icon
Inspire 100 ETF
BIBL
+$231K

Top Sells

1
+$14.4M
2
+$39.1K
3
+$21.2K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$4.32K
5
PPL icon
PPL Corp
PPL
+$141

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