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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
$184M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$16.1M
3
+$10M
4
JULT icon
AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
+$7.63M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.76M

Top Sells

1
+$38.6M
2
+$10.4M
3
+$10M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.72M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.69M

Sector Composition

1 Technology 0.9%
2 Financials 0.85%
3 Communication Services 0.79%
4 Consumer Staples 0.78%
5 Healthcare 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
12
-38,436
352
$1K ﹤0.01%
+33
353
$1K ﹤0.01%
26
354
$1K ﹤0.01%
+20
355
$1K ﹤0.01%
10
356
$1K ﹤0.01%
9
+2
357
$1K ﹤0.01%
11
358
$1K ﹤0.01%
5
359
$1K ﹤0.01%
3
360
$1K ﹤0.01%
28
361
$1K ﹤0.01%
18
362
$1K ﹤0.01%
4
363
$1K ﹤0.01%
33
-2,064
364
$1K ﹤0.01%
26
-1,894
365
$1K ﹤0.01%
9
366
$1K ﹤0.01%
16
-54,864
367
$1K ﹤0.01%
+6
368
$1K ﹤0.01%
44
+30
369
$1K ﹤0.01%
11
370
$1K ﹤0.01%
7
371
– –
-8,787
372
– –
-4
373
$0 ﹤0.01%
9
374
$0 ﹤0.01%
2
375
– –
-97
13 14
15
16 17