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 | |
|---|---|---|---|---|---|---|
401
ICICI Bank
IBN
$113B
| $10.4K | 0.01% |
+362
| New | +$10.4K |
|
402
Applovin
APP
$166B
| $10.4K | 0.01% |
+125
| New | +$10.4K |
|
403
McCormick & Company Non-Voting
MKC
$19B
| $10.1K | 0.01% |
+142
| New | +$10.1K |
|
404
iShares Russell 2000 Growth ETF
IWO
$12.5B
| $9.98K | 0.01% |
+38
| New | +$9.98K |
|
405
W.W. Grainger
GWW
$47.5B
| $9.93K | 0.01% |
+11
| New | +$9.93K |
|
406
Wells Fargo
WFC
$253B
| $9.9K | 0.01% |
+167
| New | +$9.9K |
|
407
CrowdStrike
CRWD
$105B
| $9.58K | 0.01% |
+25
| New | +$9.58K |
|
408
Etsy
ETSY
$5.36B
| $9.44K | 0.01% |
+160
| New | +$9.44K |
|
409
Fidelity Total Bond ETF
FBND
$20.5B
| $9.31K | 0.01% |
+207
| New | +$9.31K |
|
410
BP
BP
$87.4B
| $9.17K | 0.01% |
+254
| New | +$9.17K |
|
|
ETW
411
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$974M
| $8.89K | 0.01% |
+1,075
| New | +$8.89K |
|
412
Dollar General
DG
$24.1B
| $8.86K | 0.01% |
+67
| New | +$8.86K |
|
413
RELX
RELX
$85.9B
| $8.81K | 0.01% |
+192
| New | +$8.81K |
|
414
BJs Wholesale Club
BJ
$12.8B
| $8.78K | 0.01% |
+100
| New | +$8.78K |
|
415
McKesson
MCK
$85.5B
| $8.76K | 0.01% |
+15
| New | +$8.76K |
|
416
Cohen & Steers Infrastructure Fund
UTF
$2.53B
| $8.7K | 0.01% |
+387
| New | +$8.7K |
|
417
Analog Devices
ADI
$122B
| $8.67K | 0.01% |
+38
| New | +$8.67K |
|
418
Real Estate Select Sector SPDR Fund
XLRE
$7.66B
| $8.59K | 0.01% |
+224
| New | +$8.59K |
|
419
SPDR Blackstone High Income ETF
HYBL
$489M
| $8.48K | 0.01% |
+300
| New | +$8.48K |
|
420
Darden Restaurants
DRI
$24.5B
| $8.35K | 0.01% |
+55
| New | +$8.35K |
|
421
SAP
SAP
$313B
| $8.07K | 0.01% |
+40
| New | +$8.07K |
|
422
Pembina Pipeline
PBA
$22.1B
| $7.98K | 0.01% |
+215
| New | +$7.98K |
|
423
Box
BOX
$4.75B
| $7.93K | 0.01% |
+300
| New | +$7.93K |
|
424
Eaton
ETN
$136B
| $7.83K | 0.01% |
+25
| New | +$7.83K |
|
425
GE HealthCare
GEHC
$34.6B
| $7.8K | 0.01% |
+100
| New | +$7.8K |
|