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
$115M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$2.42M
3
+$1.86M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$926K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$909K

Top Sells

1
+$1.31M
2
+$937K
3
+$333K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$51.9K
5
EDC icon
Direxion Daily Emerging Markets Bull 3X Shares
EDC
+$37.5K

Sector Composition

1 Industrials 1.1%
2 Financials 0.62%
3 Consumer Staples 0.46%
4 Technology 0.43%
5 Utilities 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$262K 0.23%
+9,033
27
$260K 0.23%
8,206
+456
28
$209K 0.18%
+7,169
29
$202K 0.18%
+10,473
30
$61.5K 0.05%
1,054
1
2