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
$778M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$19.2M
3
+$17.9M
4
PEP icon
PepsiCo
PEP
+$17.3M
5
MCD icon
McDonald's
MCD
+$17M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.81%
2 Technology 14.52%
3 Financials 12.39%
4 Consumer Discretionary 10.13%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$36K ﹤0.01%
+942
377
$36K ﹤0.01%
+900
378
$36K ﹤0.01%
+1,260
379
$36K ﹤0.01%
+285
380
$36K ﹤0.01%
+2,608
381
$36K ﹤0.01%
+456
382
$36K ﹤0.01%
+1,360
383
$35K ﹤0.01%
+784
384
$35K ﹤0.01%
+390
385
$35K ﹤0.01%
+4,850
386
$35K ﹤0.01%
+503
387
$35K ﹤0.01%
+985
388
$35K ﹤0.01%
+581
389
$35K ﹤0.01%
+564
390
$35K ﹤0.01%
+201
391
$35K ﹤0.01%
+1,651
392
$35K ﹤0.01%
+4,253
393
$35K ﹤0.01%
+354
394
$35K ﹤0.01%
+500
395
$34K ﹤0.01%
+273
396
$34K ﹤0.01%
+442
397
$34K ﹤0.01%
+460
398
$34K ﹤0.01%
+860
399
$34K ﹤0.01%
+321
400
$34K ﹤0.01%
+2,513
14 15
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