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LVZ Advisors, Inc. Buys iShares Core MSCI EAFE, iShares Core MSCI Emerging Markets, Guggenheim ...

LVZ Advisors, Inc.

  • New Purchases: IEMG , RYT , FTA , FTC,
  • Added Positions:IEFA, IVE, AGG, IJR, IVW,
  • Reduced Positions:IJS, ITOT, IJH, HYLS, FM, IJT,
  • Sold Out:EEMV,

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.

  1. iShares S&P 500 Value ( IVE ) - 309,568 shares, 18.69% of the total portfolio. Shares added by 4.16%
  2. iShares Core MSCI EAFE ( IEFA ) - 535,786 shares, 18.02% of the total portfolio. Shares added by 185.27%
  3. iShares S&P 500 Growth ( IVW ) - 179,092 shares, 13.67% of the total portfolio. Shares added by 2.23%
  4. iShares S&P Mid-Cap 400 Value ( IJJ ) - 148,986 shares, 12.84% of the total portfolio. Shares reduced by 0.42%
  5. iShares Core MSCI Emerging Markets ( IEMG ) - 306,775 shares, 8.51% of the total portfolio. New Position

New Purchase: iShares Core MSCI Emerging Markets ( IEMG )

LVZ Advisors, Inc. initiated holdings in iShares Core MSCI Emerging Markets. The purchase prices were between $42.45 and $48.5, with an estimated average price of $46.01. The stock is now traded at around $48.96. The impact to the portfolio due to this purchase was 8.51%. The holdings were 306,775 shares as of 2017-03-31.

New Purchase: Guggenheim S&P 500 Equal Weight Technology (RYT)

LVZ Advisors, Inc. initiated holdings in Guggenheim S&P 500 Equal Weight Technology. The purchase prices were between $108.49 and $121.05, with an estimated average price of $116.35. The stock is now traded at around $122.57. The impact to the portfolio due to this purchase was 4.33%. The holdings were 61,795 shares as of 2017-03-31.

New Purchase: First Trust Large Cap Value AlphaDEX Fund (FTA)

LVZ Advisors, Inc. initiated holdings in First Trust Large Cap Value AlphaDEX Fund. The purchase prices were between $46.87 and $50.3, with an estimated average price of $48.58. The stock is now traded at around $49.31. The impact to the portfolio due to this purchase was 0.48%. The holdings were 16,877 shares as of 2017-03-31.

New Purchase: First Trust Large Cap Growth AlphaDEX Fund (FTC)

LVZ Advisors, Inc. initiated holdings in First Trust Large Cap Growth AlphaDEX Fund. The purchase prices were between $49.04 and $52.99, with an estimated average price of $51.53. The stock is now traded at around $53.22. The impact to the portfolio due to this purchase was 0.34%. The holdings were 11,170 shares as of 2017-03-31.

Added: iShares Core MSCI EAFE ( IEFA )

LVZ Advisors, Inc. added to the holdings in iShares Core MSCI EAFE by 185.27%. The purchase prices were between $53.63 and $58.26, with an estimated average price of $56.19. The stock is now traded at around $59.97. The impact to the portfolio due to this purchase was 11.7%. The holdings were 535,786 shares as of 2017-03-31.

Added: iShares Core U.S. Aggregate Bond (AGG)

LVZ Advisors, Inc. added to the holdings in iShares Core U.S. Aggregate Bond by 68.29%. The purchase prices were between $107.12 and $109, with an estimated average price of $108.19. The stock is now traded at around $108.86. The impact to the portfolio due to this purchase was 0.65%. The holdings were 25,575 shares as of 2017-03-31.

Added: iShares Core S&P Small-Cap (IJR)

LVZ Advisors, Inc. added to the holdings in iShares Core S&P Small-Cap by 81.64%. The purchase prices were between $67.46 and $140.6, with an estimated average price of $82.1. The stock is now traded at around $69.34. The impact to the portfolio due to this purchase was 0.59%. The holdings were 32,556 shares as of 2017-03-31.

Sold Out: iShares Edge MSCI Min Vol Emerging Markets (EEMV)

LVZ Advisors, Inc. sold out the holdings in iShares Edge MSCI Min Vol Emerging Markets. The sale prices were between $48.91 and $54.06, with an estimated average price of $51.67.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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