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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
251
$4K ﹤0.01%
+15
252
$4K ﹤0.01%
+96
253
$4K ﹤0.01%
68
+8
254
$3K ﹤0.01%
+33
255
$3K ﹤0.01%
20
-17
256
$3K ﹤0.01%
16
-12
257
$3K ﹤0.01%
52
-32,400
258
$3K ﹤0.01%
+7
259
$3K ﹤0.01%
+26
260
$3K ﹤0.01%
+216
261
$3K ﹤0.01%
102
+1
262
$3K ﹤0.01%
51
-36
263
$3K ﹤0.01%
21
-19
264
$3K ﹤0.01%
26
-27
265
$3K ﹤0.01%
+45
266
$3K ﹤0.01%
+86
267
$3K ﹤0.01%
+92
268
$3K ﹤0.01%
+108
269
$3K ﹤0.01%
36
270
$3K ﹤0.01%
64
+1
271
$3K ﹤0.01%
49
-44
272
$3K ﹤0.01%
18
+10
273
$3K ﹤0.01%
21
-10
274
– –
0
275
$3K ﹤0.01%
62
-10
9 10
11
12 13