- New Purchases: FBND, STIP, NEAR, IWR, IGE,
- Added Positions: ITOT, FLOT, AGG, VRAY, FDT, HYLS, FTC, GNTX, FEX, LEMB, MLPA,
- Reduced Positions: IEFA, IJH, IJR, FNX, FYX, FTA, HYG,
- Sold Out: RYT, IVV, EMM, IWC, FM, IEUR, SPSM, SPAB, SPYG, SPYV, FTEC, SPDW, FILL,
For the details of LVZ Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/lvz+advisors%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of LVZ Advisors, Inc.- iShares Core S&P Mid-Cap (IJH) - 457,036 shares, 22.65% of the total portfolio. Shares reduced by 6.17%
- iShares Core U.S. Aggregate Bond (AGG) - 381,003 shares, 15.14% of the total portfolio. Shares added by 2.05%
- iShares S&P 500 Growth (IVW) - 216,684 shares, 12.32% of the total portfolio. Shares added by 0.36%
- iShares Core S&P Small-Cap (IJR) - 604,355 shares, 11.68% of the total portfolio. Shares reduced by 6.86%
- iShares S&P 500 Value (IVE) - 326,427 shares, 10.82% of the total portfolio. Shares added by 0.29%
LVZ Advisors, Inc. initiated holding in Fidelity Total Bond. The purchase prices were between $45.08 and $53.74, with an estimated average price of $51.66. The stock is now traded at around $52.90. The impact to a portfolio due to this purchase was 5.69%. The holding were 319,342 shares as of .
New Purchase: iShares 0-5 Year TIPS Bond (STIP)LVZ Advisors, Inc. initiated holding in iShares 0-5 Year TIPS Bond. The purchase prices were between $96.7 and $102.1, with an estimated average price of $100.57. The stock is now traded at around $100.62. The impact to a portfolio due to this purchase was 1.93%. The holding were 56,090 shares as of .
New Purchase: iShares Short Maturity Bond (NEAR)LVZ Advisors, Inc. initiated holding in iShares Short Maturity Bond. The purchase prices were between $45.53 and $50.41, with an estimated average price of $49.89. The stock is now traded at around $49.13. The impact to a portfolio due to this purchase was 0.4%. The holding were 24,224 shares as of .
New Purchase: iShares Russell Mid-Cap (IWR)LVZ Advisors, Inc. initiated holding in iShares Russell Mid-Cap. The purchase prices were between $36.57 and $61.56, with an estimated average price of $54.7. The stock is now traded at around $47.10. The impact to a portfolio due to this purchase was 0.3%. The holding were 20,046 shares as of .
New Purchase: iShares North American Natural Resources (IGE)LVZ Advisors, Inc. initiated holding in iShares North American Natural Resources. The purchase prices were between $13.76 and $29.92, with an estimated average price of $24.48. The stock is now traded at around $18.84. The impact to a portfolio due to this purchase was 0.13%. The holding were 23,304 shares as of .
Added: iShares Core S&P Total U.S. Stock Market (ITOT)LVZ Advisors, Inc. added to a holding in iShares Core S&P Total U.S. Stock Market by 644.32%. The purchase prices were between $49.42 and $76.04, with an estimated average price of $68.3. The stock is now traded at around $62.46. The impact to a portfolio due to this purchase was 2.87%. The holding were 168,677 shares as of .
Added: iShares Floating Rate Bond (FLOT)LVZ Advisors, Inc. added to a holding in iShares Floating Rate Bond by 513.28%. The purchase prices were between $44.02 and $50.91, with an estimated average price of $49.85. The stock is now traded at around $49.82. The impact to a portfolio due to this purchase was 1.56%. The holding were 110,838 shares as of .
Added: ViewRay Inc (VRAY)LVZ Advisors, Inc. added to a holding in ViewRay Inc by 159.47%. The purchase prices were between $1.35 and $4.22, with an estimated average price of $2.86. The stock is now traded at around $2.44. The impact to a portfolio due to this purchase was 0.07%. The holding were 139,930 shares as of .
Added: First Trust Developed Markets Ex-US AlphaDEX Fund (FDT)LVZ Advisors, Inc. added to a holding in First Trust Developed Markets Ex-US AlphaDEX Fund by 28.74%. The purchase prices were between $34.5 and $56.23, with an estimated average price of $50.33. The stock is now traded at around $41.75. The impact to a portfolio due to this purchase was 0.04%. The holding were 14,782 shares as of .
Sold Out: Invesco S&P 500 Equal Weight Technology (RYT)LVZ Advisors, Inc. sold out a holding in Invesco S&P 500 Equal Weight Technology. The sale prices were between $139.82 and $212, with an estimated average price of $190.67.
Sold Out: iShares Core S&P 500 (IVV)LVZ Advisors, Inc. sold out a holding in iShares Core S&P 500. The sale prices were between $223.25 and $337.76, with an estimated average price of $304.65.
Sold Out: SPDR Russell Small Cap Complet (EMM)LVZ Advisors, Inc. sold out a holding in SPDR Russell Small Cap Complet. The sale prices were between $82.85 and $82.85, with an estimated average price of $82.85.
Sold Out: iShares Microcap (IWC)LVZ Advisors, Inc. sold out a holding in iShares Microcap. The sale prices were between $56.81 and $100.67, with an estimated average price of $87.96.
Sold Out: iShares MSCI Frontier 100 Fund (FM)LVZ Advisors, Inc. sold out a holding in iShares MSCI Frontier 100 Fund. The sale prices were between $19.66 and $31.28, with an estimated average price of $27.65.
Sold Out: iShares Core MSCI Europe (IEUR)LVZ Advisors, Inc. sold out a holding in iShares Core MSCI Europe. The sale prices were between $31.74 and $50.24, with an estimated average price of $45.08.
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