LVZ ADVISORS, INC.

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LVZ Advisors is based out of Holland. LVZ Advisors is a large advisory firm with 2166 clients and discretionary assets under management (AUM) of $662,214,000 (Form ADV from 2020-06-26). Their last reported 13F filing for Q1 2021 included $646,557,000 in managed 13F securities and a top 10 holdings concentration of 82.12%. LVZ Advisors's largest holding is iShares Trust - Core S&P Mid-Cap 400 Exchange Traded Fund with shares held of 490,712. LVZ Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 58 13F filings

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03/31/2021

13F Activity

  • Market Value $646.557 Million
  • Prior Market Value $597.979 Million
  • New Purchases21 stocks
  • Additional Purchases45 stocks
  • Sold out of12 stocks
  • Reduced holdings in30 stocks
  • Top 10 Holdings % 82.12 %
  • Turnover % [1]:30.28%
  • Turnover Alt % [2]: 9.03 %
  • Time Held Top20:8.95 quarters
  • Time Held Top10:11.20 quarters
  • Time Held All:7.77 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 8.58%
Performance Last 4 Quarters: 9.36%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

LVZ ADVISORS, INC.
240 SOUTH RIVER AVENUE
HOLLAND MI    49423
Country: United States

Business Phone: 616-394-4994
Fax: 616-394-5986
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MI
Number of employees: 12
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 34,754,000
Total Number of Clients: 2166
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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LVZ ADVISORS

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
VANDERZWART, RYAN, J PRESIDENT/CHIEF COMPLIANCE OFFICER 01/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LVZ ADVISORS CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT direct 2000-01-01
LVZ ADVISORS CHIEF COMPLIANCE OFFICER direct 2000-01-01
BAUMANN, NATHAN, LOUIS VICE PRESIDENT 01/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LVZ ADVISORS VICE PRESIDENT direct 2011-01-01

LVZ ADVISORS

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

LVZ ADVISORS

ownership team - last updated 2019-08-20
Name Title Start Date Direct/Indirect % Ownership
LORENCE, JAMES, PHILLIP PRESIDENT 04/01/1989 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LVZ ADVISORS PRESIDENT direct 1989-04-01
NEXT FINANCIAL GROUP, INC. SHAREHOLDER direct 1999-08-01 2004-03-30
NEXT FINANCIAL GROUP, INC. DIRECTOR direct 1999-08-01 2006-03-13
VANDERZWART, RYAN, J CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LVZ ADVISORS CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT direct 2000-01-01
LVZ ADVISORS CHIEF COMPLIANCE OFFICER direct 2000-01-01
BAUMANN, NATHAN, LOUIS VICE PRESIDENT 01/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LVZ ADVISORS VICE PRESIDENT direct 2011-01-01

LVZ ADVISORS

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
LORENCE, JAMES, PHILLIP PRESIDENT 04/01/1989 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LVZ ADVISORS PRESIDENT direct 1989-04-01
NEXT FINANCIAL GROUP, INC. SHAREHOLDER direct 1999-08-01 2004-03-30
NEXT FINANCIAL GROUP, INC. DIRECTOR direct 1999-08-01 2006-03-13
VANDERZWART, RYAN, J CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LVZ ADVISORS CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT direct 2000-01-01
LVZ ADVISORS CHIEF COMPLIANCE OFFICER direct 2000-01-01
BAUMANN, NATHAN, LOUIS VICE PRESIDENT 01/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LVZ ADVISORS VICE PRESIDENT direct 2011-01-01

LVZ ADVISORS

ownership team - last updated 2018-11-05
Name Title Start Date Direct/Indirect % Ownership
LORENCE, JAMES, PHILLIP PRESIDENT 04/01/1989 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LVZ ADVISORS PRESIDENT direct 1989-04-01
NEXT FINANCIAL GROUP, INC. SHAREHOLDER direct 1999-08-01 2004-03-30
NEXT FINANCIAL GROUP, INC. DIRECTOR direct 1999-08-01 2006-03-13
VANDERZWART, RYAN, J CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LVZ ADVISORS CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT direct 2000-01-01
LVZ ADVISORS CHIEF COMPLIANCE OFFICER direct 2000-01-01
BAUMANN, NATHAN, LOUIS VICE PRESIDENT 01/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LVZ ADVISORS VICE PRESIDENT direct 2011-01-01

LVZ ADVISORS

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
LORENCE, JAMES, PHILLIP PRESIDENT 04/01/1989 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LVZ ADVISORS PRESIDENT direct 1989-04-01
NEXT FINANCIAL GROUP, INC. SHAREHOLDER direct 1999-08-01 2004-03-30
NEXT FINANCIAL GROUP, INC. DIRECTOR direct 1999-08-01 2006-03-13
VANDERZWART, RYAN, J CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT 01/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LVZ ADVISORS CHIEF COMPLIANCE OFFICER/SR VICE PRESIDENT direct 2000-01-01
LVZ ADVISORS CHIEF COMPLIANCE OFFICER direct 2000-01-01
BAUMANN, NATHAN, LOUIS VICE PRESIDENT 01/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LVZ ADVISORS VICE PRESIDENT direct 2011-01-01

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