- New Purchases: FTSL, FPE, SPDW, FXO,
- Added Positions: IEFA, IVE, IEMG, IJJ, IJH, ITOT, FM, IJS, IJT, FTA,
- Reduced Positions: IVW, HYLS, FTC, GNTX,
- Sold Out: RYT, VEA, VWO,
For the details of LVZ Advisors, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=LVZ+Advisors%2C+Inc.
These are the top 5 holdings of LVZ Advisors, Inc.- iShares Core MSCI EAFE (IEFA) - 727,241 shares, 20.08% of the total portfolio. Shares added by 5.11%
- iShares S&P 500 Growth (IVW) - 249,746 shares, 16.23% of the total portfolio. Shares reduced by 1.96%
- iShares Core MSCI Emerging Markets (IEMG) - 562,803 shares, 13.77% of the total portfolio. Shares added by 2.78%
- iShares S&P 500 Value (IVE) - 265,634 shares, 12.17% of the total portfolio. Shares added by 5.74%
- iShares S&P Mid-Cap 400 Growth (IJK) - 71,563 shares, 6.55% of the total portfolio. Shares added by 0.20%
LVZ Advisors, Inc. initiated holding in First Trust Senior Loan Fund ETF. The purchase prices were between $48.05 and $48.38, with an estimated average price of $48.21. The stock is now traded at around $48.12. The impact to a portfolio due to this purchase was 4.65%. The holding were 23,807 shares as of 2018-03-31.
New Purchase: First Trust Preferred Securities and Income ETF (FPE)LVZ Advisors, Inc. initiated holding in First Trust Preferred Securities and Income ETF. The purchase prices were between $19.46 and $19.98, with an estimated average price of $19.74. The stock is now traded at around $19.38. The impact to a portfolio due to this purchase was 4.53%. The holding were 555,617 shares as of 2018-03-31.
New Purchase: SPDR Portfolio Developed World ex-US (SPDW)LVZ Advisors, Inc. initiated holding in SPDR Portfolio Developed World ex-US. The purchase prices were between $30.65 and $33.82, with an estimated average price of $32.08. The stock is now traded at around $31.58. The impact to a portfolio due to this purchase was 0.47%. The holding were 35,760 shares as of 2018-03-31.
New Purchase: First Trust Financials AlphaDEX (FXO)LVZ Advisors, Inc. initiated holding in First Trust Financials AlphaDEX. The purchase prices were between $29.73 and $32.91, with an estimated average price of $31.63. The stock is now traded at around $30.83. The impact to a portfolio due to this purchase was 0.21%. The holding were 15,871 shares as of 2018-03-31.
Sold Out: PowerShares S&P 500 Equal Weight Technology Portfo (RYT)LVZ Advisors, Inc. sold out a holding in PowerShares S&P 500 Equal Weight Technology Portfo. The sale prices were between $141.25 and $162.44, with an estimated average price of $153.24.
Sold Out: Vanguard FTSE Developed Markets (VEA)LVZ Advisors, Inc. sold out a holding in Vanguard FTSE Developed Markets. The sale prices were between $43.31 and $47.88, with an estimated average price of $45.38.
Sold Out: Vanguard FTSE Emerging Markets (VWO)LVZ Advisors, Inc. sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $44.96 and $50.98, with an estimated average price of $47.95.
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