LIA

LS Investment Advisors Portfolio holdings

AUM $710M
1-Year Est. Return 19.2%
This Quarter Est. Return
1 Year Est. Return
+19.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
-$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,760
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$8.96M
3
+$7.49M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.61M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.9M

Top Sells

1
+$8.39M
2
+$5.58M
3
+$2.36M
4
T icon
AT&T
T
+$1.96M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.92M

Sector Composition

1 Technology 17.63%
2 Financials 13.52%
3 Healthcare 13.08%
4 Consumer Staples 8.68%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$27K ﹤0.01%
1,132
1277
$27K ﹤0.01%
713
-2,227
1278
$27K ﹤0.01%
269
-1,322
1279
$27K ﹤0.01%
2,948
1280
$27K ﹤0.01%
1,352
-6,011
1281
$27K ﹤0.01%
1,490
1282
$27K ﹤0.01%
383
1283
$27K ﹤0.01%
3,284
1284
$27K ﹤0.01%
15,970
1285
$27K ﹤0.01%
649
1286
$27K ﹤0.01%
201
-900
1287
$26K ﹤0.01%
2,334
1288
$26K ﹤0.01%
450
-2,280
1289
$26K ﹤0.01%
950
1290
$26K ﹤0.01%
+1,400
1291
$26K ﹤0.01%
115
1292
$26K ﹤0.01%
822
1293
$26K ﹤0.01%
321
1294
$26K ﹤0.01%
451
-2,181
1295
$26K ﹤0.01%
3,156
1296
$26K ﹤0.01%
1,120
1297
$26K ﹤0.01%
875
1298
$26K ﹤0.01%
1,581
1299
$26K ﹤0.01%
3,665
1300
$25K ﹤0.01%
995
50 51
52
53 54