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
$1.23B
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.02M
3
+$1.41M
4
BIIB icon
Biogen
BIIB
+$1.34M
5
CMCSA icon
Comcast
CMCSA
+$1.29M

Top Sells

1
+$6.14M
2
+$3.82M
3
+$2.67M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.7M
5
CTAS icon
Cintas
CTAS
+$1.62M

Sector Composition

1 Healthcare 16.68%
2 Financials 14.46%
3 Technology 13.61%
4 Industrials 9.38%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$453K 0.04%
6,142
+1,016
377
$453K 0.04%
2,337
+223
378
$449K 0.04%
5,448
+2,821
379
$447K 0.04%
6,469
+882
380
$444K 0.04%
3,245
+2,164
381
$443K 0.04%
11,624
+2,010
382
$442K 0.04%
5,673
-1,389
383
$441K 0.04%
55,620
+6,480
384
$439K 0.04%
8,380
+756
385
$439K 0.04%
8,443
+991
386
$438K 0.04%
6,222
+828
387
$438K 0.04%
10,922
+1,249
388
$436K 0.04%
14,306
+1,385
389
$435K 0.04%
24,114
-2,208
390
$434K 0.04%
3,277
+371
391
$429K 0.03%
7,140
+800
392
$429K 0.03%
3,396
+407
393
$428K 0.03%
2,310
+245
394
$427K 0.03%
7,835
+980
395
$427K 0.03%
5,247
-115
396
$426K 0.03%
18,564
+2,781
397
$425K 0.03%
10,774
398
$425K 0.03%
9,331
+1,111
399
$424K 0.03%
10,958
+1,321
400
$423K 0.03%
7,335
+797
14 15
16
17 18