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
401
$463K 0.03%
6,656
-840
402
$463K 0.03%
13,513
-16,964
403
$462K 0.03%
5,446
-1,332
404
$459K 0.03%
5,137
-9,590
405
$458K 0.03%
10,135
-341
406
$457K 0.03%
1,845
+200
407
$451K 0.03%
5,533
+33
408
$450K 0.03%
4,303
409
$449K 0.03%
8,299
+340
410
$449K 0.03%
5,046
+238
411
$448K 0.03%
1,292
-1,310
412
$444K 0.03%
5,858
-12,452
413
$444K 0.03%
7,433
-875
414
$444K 0.03%
8,631
+849
415
$438K 0.03%
3,656
+107
416
$437K 0.03%
5,099
+128
417
$436K 0.03%
7,655
-1,008
418
$436K 0.03%
26,279
+3,562
419
$436K 0.03%
5,997
+507
420
$435K 0.03%
810
+79
421
$434K 0.03%
2,188
+29
422
$433K 0.03%
2,887
-253
423
$433K 0.03%
1,739
+40
424
$428K 0.03%
3,302
-115
425
$426K 0.03%
3,983
+172
15 16
17
18 19