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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
301
$1K ﹤0.01%
+4
302
$1K ﹤0.01%
32
-37,776
303
$1K ﹤0.01%
+11
304
$1K ﹤0.01%
21
-22,389
305
$1K ﹤0.01%
+43
306
$1K ﹤0.01%
45
-52
307
$1K ﹤0.01%
+4
308
$1K ﹤0.01%
18
-20,674
309
$1K ﹤0.01%
+19
310
$1K ﹤0.01%
+8
311
$1K ﹤0.01%
9
+5
312
$1K ﹤0.01%
16
313
$1K ﹤0.01%
13
314
$1K ﹤0.01%
26
315
$1K ﹤0.01%
24
316
$1K ﹤0.01%
10
317
$1K ﹤0.01%
10
-44
318
$1K ﹤0.01%
21
319
$1K ﹤0.01%
+5
320
$0 ﹤0.01%
+14
321
$0 ﹤0.01%
18
322
$0 ﹤0.01%
9
323
$0 ﹤0.01%
+2
324
$0 ﹤0.01%
+8
325
– –
-17
11 12
13
14 15