LAS
Lloyd Advisory Services Portfolio holdings
AUM
$349M
1-Year Est. Return
13.97%
This Fund
S&P 500
1 Year Est. Return
+13.97%
AUM
$349M
AUM Growth
+$91.6M
(+36%)
Holding
1,081
Top Buys
| 1 | +$56.6M | |
| 2 | +$43.2M | |
| 3 | +$32.2M | |
| 4 |
iShares Russell Top 200 Value ETF
IWX
|
+$26.9M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$14.6M |
Top Sells
| 1 | +$24.4M | |
| 2 | +$19.9M | |
| 3 | +$18.9M | |
| 4 |
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
|
+$15.2M |
| 5 |
Simplify Short Term Treasury Futures Strategy ETF
TUA
|
+$14.1M |
Sector Composition
| 1 | Technology | 5.27% |
| 2 | Industrials | 3.59% |
| 3 | Financials | 2.38% |
| 4 | Utilities | 1.7% |
| 5 | Healthcare | 0.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
| – | – |
-14,378
|
|
||
1077
Simplify Enhanced Income ETF
HIGH
$77.6M
| – | – |
-10,460
|
|
||
|
HIO
1078
Western Asset High Income Opportunity Fund
HIO
$347M
| – | – |
-1
|
|
||
1079
Robinhood
HOOD
$84.9B
| – | – |
-142
|
|
||
1080
HubSpot
HUBS
$11.3B
| – | – |
-33
|
|
||
1081
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.69B
| – | – |
-1,836
|
|