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
$1.74B
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 15.61%
3 Healthcare 13.19%
4 Industrials 9.67%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$7K ﹤0.01%
+5
1752
$7K ﹤0.01%
3,000
1753
$7K ﹤0.01%
1,130
1754
$7K ﹤0.01%
2,608
1755
$6K ﹤0.01%
240
1756
$6K ﹤0.01%
293
1757
$6K ﹤0.01%
561
-392
1758
$6K ﹤0.01%
2,171
1759
$6K ﹤0.01%
180
1760
$6K ﹤0.01%
90
1761
$6K ﹤0.01%
445
1762
$6K ﹤0.01%
89
1763
$6K ﹤0.01%
852
1764
$6K ﹤0.01%
104
1765
$6K ﹤0.01%
370
1766
$6K ﹤0.01%
310
1767
$5K ﹤0.01%
324
1768
$5K ﹤0.01%
490
1769
$5K ﹤0.01%
140
1770
$5K ﹤0.01%
220
-2,767
1771
$5K ﹤0.01%
500
1772
$5K ﹤0.01%
2,035
1773
$5K ﹤0.01%
37
1774
$5K ﹤0.01%
280
1775
$5K ﹤0.01%
4,550