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
$171M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$6.48M
3
+$4.31M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.25M

Top Sells

1
+$2.17M
2
+$721K
3
+$226K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$101K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$85.5K

Sector Composition

1 Technology 1.37%
2 Industrials 0.68%
3 Energy 0.41%
4 Financials 0.3%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$529K 0.31%
2,541
+73
27
$520K 0.3%
75,880
28
$470K 0.27%
2,351
+31
29
$416K 0.24%
1,605
30
$374K 0.22%
1,977
31
$298K 0.17%
1,740
-2
32
$285K 0.17%
11,264
-393
33
$276K 0.16%
+12,206
34
$272K 0.16%
863
-71
35
$233K 0.14%
8,099
-58
36
$211K 0.12%
801
37
$47.1K 0.03%
1,043
-11
38
– –
-30,751
39
– –
-79,427
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