LIA
Lynx Investment Advisory Portfolio holdings
AUM
$153M
1-Year Return
16.53%
This Quarter Return
+1.49%
1 Year Return
+16.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.03%
Holding
815
New
815
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$6.73M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$5.66M |
| 3 |
Apple
AAPL
|
+$5.24M |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$3.74M |
| 5 |
Microsoft
MSFT
|
+$3.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.29% |
| 2 | Financials | 10.15% |
| 3 | Communication Services | 4.24% |
| 4 | Consumer Discretionary | 4% |
| 5 | Healthcare | 2.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
General Mills
GIS
$26.8B
| $13.1K | 0.01% |
+206
| New | +$13.1K |
|
377
Exact Sciences
EXAS
$10.2B
| $13.1K | 0.01% |
+309
| New | +$13.1K |
|
378
IQ MacKay Municipal Intermediate ETF
MMIT
$1.09B
| $13K | 0.01% |
+536
| New | +$13K |
|
379
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $12.9K | 0.01% |
+106
| New | +$12.9K |
|
380
Conagra Brands
CAG
$9.32B
| $12.8K | 0.01% |
+452
| New | +$12.8K |
|
381
Micron Technology
MU
$147B
| $12.3K | 0.01% |
+93
| New | +$12.3K |
|
382
L3Harris
LHX
$51.2B
| $12.2K | 0.01% |
+54
| New | +$12.2K |
|
383
Cencora
COR
$57.7B
| $11.9K | 0.01% |
+53
| New | +$11.9K |
|
384
Ferrari
RACE
$85.3B
| $11.9K | 0.01% |
+29
| New | +$11.9K |
|
385
Global X US Preferred ETF
PFFD
$2.36B
| $11.9K | 0.01% |
+603
| New | +$11.9K |
|
386
Global X Artificial Intelligence & Technology ETF
AIQ
$4.71B
| $11.8K | 0.01% |
+330
| New | +$11.8K |
|
387
Abbott
ABT
$230B
| $11.7K | 0.01% |
+113
| New | +$11.7K |
|
388
CACI
CACI
$10.4B
| $11.6K | 0.01% |
+27
| New | +$11.6K |
|
389
Nokia
NOK
$24.7B
| $11.4K | 0.01% |
+3,021
| New | +$11.4K |
|
390
iShares Short Treasury Bond ETF
SHV
$20.8B
| $11.4K | 0.01% |
+103
| New | +$11.4K |
|
391
iShares US Pharmaceuticals ETF
IHE
$583M
| $11.3K | 0.01% |
+171
| New | +$11.3K |
|
392
DexCom
DXCM
$30.6B
| $11.3K | 0.01% |
+100
| New | +$11.3K |
|
393
First Solar
FSLR
$21.8B
| $11.3K | 0.01% |
+50
| New | +$11.3K |
|
394
Ross Stores
ROST
$49.6B
| $11.2K | 0.01% |
+77
| New | +$11.2K |
|
395
Royal Caribbean
RCL
$95.4B
| $11.2K | 0.01% |
+70
| New | +$11.2K |
|
396
Invesco International Dividend Achievers ETF
PID
$864M
| $11K | 0.01% |
+616
| New | +$11K |
|
397
Dentsply Sirona
XRAY
$2.83B
| $10.6K | 0.01% |
+427
| New | +$10.6K |
|
398
Sysco
SYY
$39B
| $10.6K | 0.01% |
+148
| New | +$10.6K |
|
399
Marsh & McLennan
MMC
$100B
| $10.5K | 0.01% |
+50
| New | +$10.5K |
|
400
Stryker
SYK
$150B
| $10.4K | 0.01% |
+31
| New | +$10.4K |
|