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Home > Institutional Investor > Lvz Advisors, Inc. > Profile

Instuitional Investor - Lvz Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Lvz Advisors, Inc.
Portfolio Value $779,773,884
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd - SMID RISNG ETF
 2,726,811 $97,756,189 12.53%
2.
Ishares Trust
 IEF 946,392 $96,087,223 12.32%
3.
Ishares Trust
 IEF 436,966 $83,408,152 10.69%
4.
Dimensional Etf Trust
 2,035,836 $68,790,914 8.82%
5.
Ishares Trust
 IEF 1,069,019 $66,610,572 8.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)