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
426
$390K 0.03%
8,550
+521
427
$389K 0.03%
5,175
+649
428
$386K 0.03%
832
429
$385K 0.03%
9,403
+1,128
430
$385K 0.03%
7,793
+4,704
431
$384K 0.03%
3,954
432
$384K 0.03%
25,289
433
$382K 0.03%
7,903
+1,064
434
$381K 0.03%
3,769
+688
435
$380K 0.03%
27,615
+4,104
436
$378K 0.03%
10,834
+2,081
437
$378K 0.03%
11,205
+1,450
438
$378K 0.03%
7,680
439
$377K 0.03%
3,300
+820
440
$375K 0.03%
20,963
+2,864
441
$369K 0.03%
2,374
+297
442
$369K 0.03%
6,409
443
$367K 0.03%
5,449
+1,129
444
$367K 0.03%
6,636
+803
445
$367K 0.03%
6,441
+855
446
$366K 0.03%
2,806
+370
447
$365K 0.03%
7,026
+995
448
$365K 0.03%
9,431
+958
449
$365K 0.03%
4,853
+136
450
$364K 0.03%
9,343
+1,056
16 17
18
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