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
$1.61B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$5.78M
3
+$2.85M
4
PFE icon
Pfizer
PFE
+$2.29M
5
IBM icon
IBM
IBM
+$1.93M

Top Sells

1
+$22.2M
2
+$12M
3
+$4.91M
4
GILD icon
Gilead Sciences
GILD
+$3.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.29M

Sector Composition

1 Technology 18.37%
2 Healthcare 13.59%
3 Financials 12.85%
4 Industrials 10.06%
5 Consumer Discretionary 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$496K 0.03%
19,653
+1,002
377
$495K 0.03%
11,910
+444
378
$495K 0.03%
11,722
+426
379
$493K 0.03%
3,967
+152
380
$492K 0.03%
17,421
+1,151
381
$491K 0.03%
2,748
+127
382
$490K 0.03%
23,544
-780
383
$488K 0.03%
9,722
-2,461
384
$483K 0.03%
6,865
-15,078
385
$480K 0.03%
17,129
+3,665
386
$480K 0.03%
6,048
+692
387
$480K 0.03%
+2,146
388
$476K 0.03%
951
-180
389
$475K 0.03%
6,463
+97
390
$475K 0.03%
37,618
+3,708
391
$473K 0.03%
1,048
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392
$472K 0.03%
25,795
+5,262
393
$471K 0.03%
2,568
-314
394
$471K 0.03%
7,253
-345
395
$468K 0.03%
1,285
-136
396
$467K 0.03%
4,124
+197
397
$465K 0.03%
12,643
+808
398
$465K 0.03%
41,847
-280
399
$465K 0.03%
2,817
+155
400
$464K 0.03%
3,101
+126
14 15
16
17 18