LFA

LifeGuide Financial Advisors Portfolio holdings

AUM $271M
1-Year Est. Return 10.61%
This Quarter Est. Return
1 Year Est. Return
+10.61%
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
+$15.3M
2
+$1.27M
3
+$892K
4
TMF icon
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
+$340K
5
BIBL icon
Inspire 100 ETF
BIBL
+$234K

Top Sells

1
+$14.3M
2
+$42.8K
3
+$21.4K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$4.43K
5
PPL icon
PPL Corp
PPL
+$143

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
1
$46.1M 35.61%
425,718
+11,707
2
$26.5M 20.45%
246,561
+8,299
3
$18.5M 14.3%
148,691
-114,802
4
$15.3M 11.84%
+505,418
5
$3.7M 2.86%
16,259
+356
6
$2.26M 1.75%
18,891
-37
7
$1.96M 1.51%
10,015
+1,737
8
$1.82M 1.41%
72,269
-1,698
9
$1.76M 1.36%
16,793
+191
10
$1.72M 1.33%
20,651
+493
11
$1.45M 1.12%
30,264
+1,773
12
$1.27M 0.98%
46,879
+6,982
13
$1.1M 0.85%
5,144
-100
14
$999K 0.77%
2,407
15
$836K 0.65%
3,398
16
$765K 0.59%
1,694
17
$571K 0.44%
10,407
+1,220
18
$496K 0.38%
2,288
19
$466K 0.36%
7,405
+941
20
$430K 0.33%
1,806
+643
21
$350K 0.27%
1,645
22
$281K 0.22%
6,085
+81
23
$245K 0.19%
1,884
+23
24
$234K 0.18%
+6,480
25
$205K 0.16%
7,168
-5
1
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