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
$778M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$19.2M
3
+$17.9M
4
PEP icon
PepsiCo
PEP
+$17.3M
5
MCD icon
McDonald's
MCD
+$17M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.81%
2 Technology 14.52%
3 Financials 12.39%
4 Consumer Discretionary 10.13%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$29K ﹤0.01%
+484
452
$29K ﹤0.01%
+498
453
$29K ﹤0.01%
+1,624
454
$29K ﹤0.01%
+3,742
455
$29K ﹤0.01%
+790
456
$29K ﹤0.01%
+494
457
$29K ﹤0.01%
+304
458
$29K ﹤0.01%
+584
459
$29K ﹤0.01%
+481
460
$29K ﹤0.01%
+654
461
$29K ﹤0.01%
+581
462
$29K ﹤0.01%
+993
463
$29K ﹤0.01%
+1,653
464
$29K ﹤0.01%
+927
465
$29K ﹤0.01%
+545
466
$28K ﹤0.01%
+859
467
$28K ﹤0.01%
+422
468
$28K ﹤0.01%
+1,815
469
$28K ﹤0.01%
+1,338
470
$28K ﹤0.01%
+1,185
471
$28K ﹤0.01%
+819
472
$28K ﹤0.01%
+730
473
$28K ﹤0.01%
+1,641
474
$28K ﹤0.01%
+1,058
475
$28K ﹤0.01%
+1,094
17 18
19
20 21