LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$570M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$2.65M
2 +$2.04M
3 +$1.42M
4
MSFT icon
Microsoft
MSFT
+$972K
5
AVGO icon
Broadcom
AVGO
+$913K

Top Sells

1 +$6.52M
2 +$1.24M
3 +$922K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$863K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$761K

Sector Composition

1 Technology 26.99%
2 Financials 14.12%
3 Industrials 9.86%
4 Healthcare 7.99%
5 Communication Services 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,315
127
-552
128
-9,165
129
-6,303
130
-7,265