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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
$215M
AUM Growth
-$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$4.69M
3
+$4.61M
4
HDV
iShares Core High Dividend ETF
HDV
+$4.24M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.78M

Top Sells

1
+$6.16M
2
+$5.91M
3
+$5.13M
4
JULT icon
AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
+$4.66M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$4.44M

Sector Composition

1 Technology 1.66%
2 Financials 1.61%
3 Healthcare 1.35%
4 Communication Services 0.95%
5 Energy 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2K ﹤0.01%
+14
552
$1K ﹤0.01%
6
553
$1K ﹤0.01%
45
-25
554
$1K ﹤0.01%
10
555
$1K ﹤0.01%
+12
556
$1K ﹤0.01%
+12
557
$1K ﹤0.01%
38
+31
558
$1K ﹤0.01%
+115
559
$1K ﹤0.01%
+11
560
$1K ﹤0.01%
58
+1
561
$1K ﹤0.01%
19
-351
562
$1K ﹤0.01%
+15
563
$1K ﹤0.01%
45
-8
564
$1K ﹤0.01%
+5
565
$1K ﹤0.01%
+10
566
$1K ﹤0.01%
26
567
$1K ﹤0.01%
21
568
$1K ﹤0.01%
28
+1
569
$1K ﹤0.01%
155
+129
570
$1K ﹤0.01%
4
571
$1K ﹤0.01%
64
-2,480
572
$1K ﹤0.01%
+14
573
$1K ﹤0.01%
26
-13
574
$1K ﹤0.01%
31
575
$1K ﹤0.01%
3
21 22
23
24 25