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LAS

Lloyd Advisory Services Portfolio holdings

AUM $349M
1-Year Est. Return 13.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$5.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.77M
3
+$1.72M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.44M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.28M

Top Sells

1
+$7.58M
2
+$1.71M
3
+$1.57M
4
DJD icon
Invesco Dow Jones Industrial Average Dividend ETF
DJD
+$1.44M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.43M

Sector Composition

1 Healthcare 0.85%
2 Communication Services 0.81%
3 Consumer Staples 0.78%
4 Utilities 0.66%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
102
+13
227
$5K ﹤0.01%
16
-2
228
$5K ﹤0.01%
+277
229
$5K ﹤0.01%
+66
230
$5K ﹤0.01%
+326
231
$5K ﹤0.01%
+27
232
$5K ﹤0.01%
+88
233
$5K ﹤0.01%
16
234
$5K ﹤0.01%
+451
235
$5K ﹤0.01%
68
-52
236
$5K ﹤0.01%
+136
237
$5K ﹤0.01%
+68
238
$5K ﹤0.01%
+99
239
$5K ﹤0.01%
+47
240
$5K ﹤0.01%
29
241
$5K ﹤0.01%
+60
242
$4K ﹤0.01%
+19
243
$4K ﹤0.01%
24
-2
244
$4K ﹤0.01%
63
245
$4K ﹤0.01%
68
-650
246
$4K ﹤0.01%
29
+9
247
$4K ﹤0.01%
+30
248
$4K ﹤0.01%
27
249
$4K ﹤0.01%
+20
250
$4K ﹤0.01%
+17
8 9
10
11 12