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
1601
$7K ﹤0.01%
523
1602
$7K ﹤0.01%
711
1603
$7K ﹤0.01%
521
1604
$7K ﹤0.01%
718
1605
$7K ﹤0.01%
1,901
1606
$7K ﹤0.01%
106
1607
$7K ﹤0.01%
70
-612
1608
$7K ﹤0.01%
181
-896
1609
$7K ﹤0.01%
1,101
1610
$7K ﹤0.01%
334
1611
$7K ﹤0.01%
1,296
1612
$7K ﹤0.01%
3,000
1613
$7K ﹤0.01%
254
1614
$7K ﹤0.01%
994
1615
$7K ﹤0.01%
544
1616
$7K ﹤0.01%
364
1617
$7K ﹤0.01%
597
1618
$6K ﹤0.01%
657
1619
$6K ﹤0.01%
1,125
1620
$6K ﹤0.01%
480
1621
$6K ﹤0.01%
1,142
1622
$6K ﹤0.01%
535
1623
$6K ﹤0.01%
476
-3,175
1624
$6K ﹤0.01%
241
1625
$6K ﹤0.01%
900