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
1751
$7K ﹤0.01%
+50
1752
$7K ﹤0.01%
3,000
1753
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1,130
1754
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2,608
1755
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1758
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1760
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1761
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1762
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1764
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1765
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561
-392
1766
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2,171
1767
$5K ﹤0.01%
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1768
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1769
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1770
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450
1771
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1772
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490
1773
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1774
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220
-2,767
1775
$5K ﹤0.01%
500