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
426
$425K 0.03%
3,158
+93
427
$423K 0.03%
33,780
+3,557
428
$422K 0.03%
1,141
-1,392
429
$421K 0.03%
1,806
-17
430
$421K 0.03%
2,085
431
$420K 0.03%
4,213
-451
432
$420K 0.03%
5,393
+111
433
$419K 0.03%
3,346
+151
434
$418K 0.03%
4,298
+156
435
$417K 0.03%
5,257
+255
436
$416K 0.03%
34,157
-1,293
437
$415K 0.03%
8,656
+540
438
$415K 0.03%
2,676
+41
439
$414K 0.03%
3,219
-8,938
440
$414K 0.03%
4,361
+92
441
$413K 0.03%
6,222
+293
442
$409K 0.03%
3,723
+209
443
$408K 0.03%
2,730
-255
444
$406K 0.03%
4,178
+1,652
445
$406K 0.03%
25,229
-440
446
$402K 0.03%
3,459
-149
447
$400K 0.02%
5,084
+255
448
$400K 0.02%
11,646
+525
449
$399K 0.02%
15,497
+398
450
$399K 0.02%
2,675
-160
16 17
18
19 20