LFA

LifeGuide Financial Advisors Portfolio holdings

AUM $301M
1-Year Est. Return 11.15%
This Quarter Est. Return
1 Year Est. Return
+11.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$6M
2 +$4.1M
3 +$3.52M
4
PTL icon
Inspire 500 ETF
PTL
+$2.42M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.41M

Sector Composition

1 Technology 1.42%
2 Consumer Staples 0.77%
3 Financials 0.35%
4 Consumer Discretionary 0.31%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TNA icon
51
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.03B
-6,049
VT icon
52
Vanguard Total World Stock ETF
VT
$61.7B
-3,713