- New Purchases: FLOT, FTEC,
- Added Positions: IJH, HYLS, FNX, HYG, FTSL, GNTX, VRAY, ITOT, IVV, PCEF, FM, FTA, FPE, FTC, FTSM, FEX, AMLP, IEFA, SPYG, DVYE, FYX, FEM, SPEM, SPSM, FILL,
- Reduced Positions: IEMG, IJR, AGG,
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/portfolioportfolio
These are the top 5 holdings of LVZ Advisors, Inc.- iShares Core S&P Mid-Cap (IJH) - 422,166 shares, 26.67% of the total portfolio. Shares added by 7.77%
- iShares Core S&P Small-Cap (IJR) - 461,792 shares, 11.76% of the total portfolio. Shares reduced by 2.68%
- iShares S&P 500 Value (IVE) - 339,679 shares, 11.69% of the total portfolio. Shares reduced by 0.54%
- iShares S&P 500 Growth (IVW) - 200,288 shares, 11.67% of the total portfolio. Shares reduced by 0.92%
- iShares 1-3 Year Treasury Bond ETF (SHY) - 393,005 shares, 10.84% of the total portfolio. Shares added by 0.32%
LVZ Advisors, Inc. initiated holding in iShares Floating Rate Bond. The purchase prices were between $50.42 and $50.81, with an estimated average price of $50.62. The stock is now traded at around $50.92. The impact to a portfolio due to this purchase was 0.23%. The holding were 13,963 shares as of .
New Purchase: Fidelity MSCI Information Technology Index (FTEC)LVZ Advisors, Inc. initiated holding in Fidelity MSCI Information Technology Index. The purchase prices were between $56.25 and $63, with an estimated average price of $60.81. The stock is now traded at around $65.10. The impact to a portfolio due to this purchase was 0.22%. The holding were 10,730 shares as of .
Added: First Trust High Yield Long/Short ETF (HYLS)LVZ Advisors, Inc. added to a holding in First Trust High Yield Long/Short ETF by 1502.32%. The purchase prices were between $47.54 and $48.35, with an estimated average price of $48.06. The stock is now traded at around $48.23. The impact to a portfolio due to this purchase was 0.38%. The holding were 367,507 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 38.84%. The purchase prices were between $64.12 and $70.28, with an estimated average price of $67.9. The stock is now traded at around $69.70. The impact to a portfolio due to this purchase was 0.17%. The holding were 27,706 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 20.48%. The purchase prices were between $84.14 and $87.22, with an estimated average price of $85.56. The stock is now traded at around $86.75. The impact to a portfolio due to this purchase was 0.13%. The holding were 26,850 shares as of .
Added: Gentex Corp (GNTX)LVZ Advisors, Inc. added to a holding in Gentex Corp by 812.92%. The purchase prices were between $20.8 and $24.97, with an estimated average price of $22.64. The stock is now traded at around $25.58. The impact to a portfolio due to this purchase was 0.07%. The holding were 10,316 shares as of .
Added: ViewRay Inc (VRAY)LVZ Advisors, Inc. added to a holding in ViewRay Inc by 61.81%. The purchase prices were between $6.7 and $9.13, with an estimated average price of $8.11. The stock is now traded at around $9.39. The impact to a portfolio due to this purchase was 0.06%. The holding were 53,930 shares as of .
Added: Invesco CEF Income Composite (PCEF)LVZ Advisors, Inc. added to a holding in Invesco CEF Income Composite by 23.48%. The purchase prices were between $21.76 and $22.66, with an estimated average price of $22.34. The stock is now traded at around $22.83. The impact to a portfolio due to this purchase was 0.06%. The holding were 39,582 shares as of .
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