LFA
LifeGuide Financial Advisors Portfolio holdings
AUM
$271M
This Quarter Return
+7.71%
1 Year Return
+10.61%
3 Year Return
+14.63%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
93.67%
Holding
24
New
24
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$48M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$34M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$27.4M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$3.84M |
| 5 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$2.71M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 1.47% |
| 2 | Consumer Staples | 0.33% |
| 3 | Technology | 0.19% |
| 4 | Utilities | 0.16% |
| 5 | Communication Services | 0.08% |
