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
$1.38B
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
1551
$10K ﹤0.01%
750
1552
$10K ﹤0.01%
1,594
1553
$10K ﹤0.01%
965
1554
$10K ﹤0.01%
1,530
1555
$10K ﹤0.01%
569
1556
$10K ﹤0.01%
646
1557
$9K ﹤0.01%
910
1558
$9K ﹤0.01%
655
1559
$9K ﹤0.01%
244
1560
$9K ﹤0.01%
861
1561
$9K ﹤0.01%
1,785
1562
$9K ﹤0.01%
766
1563
$9K ﹤0.01%
217
1564
$9K ﹤0.01%
514
1565
$9K ﹤0.01%
1,281
1566
$9K ﹤0.01%
237
1567
$9K ﹤0.01%
744
1568
$9K ﹤0.01%
72
-448
1569
$9K ﹤0.01%
1,922
1570
$9K ﹤0.01%
2,272
1571
$8K ﹤0.01%
100
1572
$8K ﹤0.01%
1,229
1573
$8K ﹤0.01%
376
1574
$8K ﹤0.01%
1,330
1575
$8K ﹤0.01%
819