- New Purchases: GSLC, FIXD, FHLC, IVV, IWC, FM,
- Added Positions: IJH, HYG, FBND, FNX, IJR, FEX, FYX, IGE, FTA,
- Reduced Positions: ITOT, IEFA, STIP, FLOT, IVE, IVW, IWR, HYLS, FPE, NEAR, LEMB, PCEF,
- Sold Out: FDT, MLPA,
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) - 492,760 shares, 21.29% of the total portfolio. Shares added by 7.82%
- Goldman Sachs ActiveBeta U.S. Large Cap Equity (GSLC) - 720,183 shares, 10.96% of the total portfolio. New Position
- iShares Core U.S. Aggregate Bond (AGG) - 380,954 shares, 10.94% of the total portfolio. Shares reduced by 0.01%
- First Trust TCW Opportunistic Fixed Income ETF (FIXD) - 794,390 shares, 10.58% of the total portfolio. New Position
- iShares Core S&P Small-Cap (IJR) - 612,120 shares, 10.16% of the total portfolio. Shares added by 1.28%
LVZ Advisors, Inc. initiated holding in Goldman Sachs ActiveBeta U.S. Large Cap Equity. The purchase prices were between $49.94 and $65.05, with an estimated average price of $59.17. The stock is now traded at around $63.63. The impact to a portfolio due to this purchase was 10.96%. The holding were 720,183 shares as of .
New Purchase: First Trust TCW Opportunistic Fixed Income ETF (FIXD)LVZ Advisors, Inc. initiated holding in First Trust TCW Opportunistic Fixed Income ETF. The purchase prices were between $52.84 and $54.79, with an estimated average price of $54.06. The stock is now traded at around $55.10. The impact to a portfolio due to this purchase was 10.58%. The holding were 794,390 shares as of .
New Purchase: Fidelity MSCI Health Care Index (FHLC)LVZ Advisors, Inc. initiated holding in Fidelity MSCI Health Care Index. The purchase prices were between $41.07 and $51.01, with an estimated average price of $48.23. The stock is now traded at around $50.27. The impact to a portfolio due to this purchase was 5.39%. The holding were 445,275 shares as of .
New Purchase: iShares Core S&P 500 (IVV)LVZ Advisors, Inc. initiated holding in iShares Core S&P 500. The purchase prices were between $245.78 and $323.06, with an estimated average price of $292.09. The stock is now traded at around $316.07. The impact to a portfolio due to this purchase was 1.13%. The holding were 15,037 shares as of .
New Purchase: iShares Microcap (IWC)LVZ Advisors, Inc. initiated holding in iShares Microcap. The purchase prices were between $60.64 and $91.45, with an estimated average price of $77.83. The stock is now traded at around $83.76. The impact to a portfolio due to this purchase was 0.53%. The holding were 25,125 shares as of .
New Purchase: iShares MSCI Frontier 100 Fund (FM)LVZ Advisors, Inc. initiated holding in iShares MSCI Frontier 100 Fund. The purchase prices were between $20.33 and $24.2, with an estimated average price of $22.39. The stock is now traded at around $24.11. The impact to a portfolio due to this purchase was 0.5%. The holding were 34,339 shares as of .
Added: iShares iBoxx $ High Yield Corporate Bond (HYG)LVZ Advisors, Inc. added to a holding in iShares iBoxx $ High Yield Corporate Bond by 198.77%. The purchase prices were between $72.62 and $84.2, with an estimated average price of $79.87. The stock is now traded at around $82.04. The impact to a portfolio due to this purchase was 0.47%. The holding were 35,512 shares as of .
Added: First Trust Mid Cap Core AlphaDEX Fund (FNX)LVZ Advisors, Inc. added to a holding in First Trust Mid Cap Core AlphaDEX Fund by 31.73%. The purchase prices were between $44.13 and $69.51, with an estimated average price of $57.07. The stock is now traded at around $61.16. The impact to a portfolio due to this purchase was 0.13%. The holding were 36,785 shares as of .
Sold Out: First Trust Developed Markets Ex-US AlphaDEX Fund (FDT)LVZ Advisors, Inc. sold out a holding in First Trust Developed Markets Ex-US AlphaDEX Fund. The sale prices were between $37.86 and $49.55, with an estimated average price of $44.32.
Sold Out: Global X MLP (MLPA)LVZ Advisors, Inc. sold out a holding in Global X MLP. The sale prices were between $3.07 and $34.9, with an estimated average price of $21.29.
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