LIA
LS Investment Advisors Portfolio holdings
AUM
$684M
1-Year Return
16.88%
This Quarter Return
+1.68%
1 Year Return
+16.88%
3 Year Return
+68.68%
5 Year Return
+124.3%
10 Year Return
+276.83%
AUM
$778M
AUM Growth
–
Cap. Flow
+$778M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.31%
Holding
1,030
New
1,029
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$25.3M |
| 2 |
Qualcomm
QCOM
|
$19.2M |
| 3 |
Chevron
CVX
|
$17.9M |
| 4 |
PepsiCo
PEP
|
$17.3M |
| 5 |
McDonald's
MCD
|
$17M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 16.81% |
| 2 | Technology | 14.52% |
| 3 | Financials | 12.39% |
| 4 | Consumer Discretionary | 10.13% |
| 5 | Consumer Staples | 9.54% |
