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
$1.74B
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,917
New
Increased
Reduced
Closed

Top Buys

1 +$7.8M
2 +$1.36M
3 +$1.33M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.27M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.27M

Top Sells

1 +$6.75M
2 +$2.53M
3 +$2.03M
4
NOC icon
Northrop Grumman
NOC
+$1.43M
5
RTX icon
RTX Corp
RTX
+$1.39M

Sector Composition

1 Financials 16.22%
2 Technology 15.65%
3 Healthcare 13.19%
4 Industrials 9.64%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$22K ﹤0.01%
298
1552
$22K ﹤0.01%
829
1553
$22K ﹤0.01%
580
1554
$22K ﹤0.01%
450
1555
$22K ﹤0.01%
2,800
1556
$22K ﹤0.01%
1,372
1557
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480
+16
1558
$22K ﹤0.01%
+396
1559
$22K ﹤0.01%
1,035
1560
$22K ﹤0.01%
1,901
1561
$22K ﹤0.01%
1,038
1562
$21K ﹤0.01%
5,364
1563
$21K ﹤0.01%
1,108
1564
$21K ﹤0.01%
870
1565
$21K ﹤0.01%
1,311
1566
$21K ﹤0.01%
52
1567
$21K ﹤0.01%
192
1568
$21K ﹤0.01%
773
1569
$21K ﹤0.01%
1,440
1570
$21K ﹤0.01%
497
1571
$21K ﹤0.01%
2,917
1572
$21K ﹤0.01%
2,661
1573
$21K ﹤0.01%
1,347
+229
1574
$20K ﹤0.01%
580
1575
$20K ﹤0.01%
1,295