LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$532M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$964K
3
+$644K
4
MCD icon
McDonald's
MCD
+$639K
5
AMZN icon
Amazon
AMZN
+$533K

Top Sells

1
+$6.74M
2
+$6.3M
3
+$2.04M
4
AAPL icon
Apple
AAPL
+$1.48M
5
NEE icon
NextEra Energy
NEE
+$1.15M

Sector Composition

1 Technology 26.29%
2 Financials 14.67%
3 Industrials 9.71%
4 Healthcare 8.15%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.86M 1.48%
32,673
+2,675
27
$7.54M 1.42%
20,247
+95
28
$6.93M 1.3%
14,314
-275
29
$6.86M 1.29%
72,759
-1,360
30
$6.53M 1.23%
18,639
+570
31
$6.44M 1.21%
89,434
-1,969
32
$6.43M 1.21%
92,063
-14,365
33
$6.15M 1.16%
74,060
-3,120
34
$5.98M 1.12%
73,766
-12,113
35
$5.46M 1.03%
31,827
-2,557
36
$5.09M 0.96%
49,422
-123
37
$4.68M 0.88%
17,754
+2,427
38
$4.38M 0.82%
132,189
-15,281
39
$4.17M 0.78%
72,741
-20,013
40
$3.18M 0.6%
18,832
+1,150
41
$3.12M 0.59%
20,490
-435
42
$3.1M 0.58%
19,434
-233
43
$2.84M 0.53%
5,033
+1,707
44
$2.77M 0.52%
23,529
+1,561
45
$2.45M 0.46%
16,763
+1,710
46
$2.27M 0.43%
34,337
-1,735
47
$2.2M 0.41%
66,546
+11,393
48
$2.18M 0.41%
15,056
-201
49
$2.14M 0.4%
13,736
-8
50
$2.08M 0.39%
38,704
+2,890
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