LIA
LS Investment Advisors Portfolio holdings
AUM
$714M
1-Year Est. Return
21.53%
This Fund
S&P 500
1 Year Est. Return
+21.53%
AUM
$1.74B
AUM Growth
+$80.8M
(+4.9%)
Holding
1,917
Top Buys
| 1 | +$7.53M | |
| 2 | +$1.32M | |
| 3 | +$1.3M | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$1.29M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.27M |
Top Sells
| 1 | +$6.52M | |
| 2 | +$2.33M | |
| 3 | +$2.19M | |
| 4 |
Northrop Grumman
NOC
|
+$1.38M |
| 5 |
RTX Corp
RTX
|
+$1.32M |
Sector Composition
| 1 | Financials | 16.22% |
| 2 | Technology | 15.61% |
| 3 | Healthcare | 13.19% |
| 4 | Industrials | 9.68% |
| 5 | Consumer Discretionary | 8.49% |