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
$1.17B
AUM Growth
-$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$1.54M
3
+$1.04M
4
MSI icon
Motorola Solutions
MSI
+$1.04M
5
ARG
Airgas Inc
ARG
+$1.04M

Top Sells

1
+$14.9M
2
+$11.5M
3
+$8.84M
4
AAPL icon
Apple
AAPL
+$5.49M
5
PFE icon
Pfizer
PFE
+$2.74M

Sector Composition

1 Healthcare 14.88%
2 Financials 13.83%
3 Technology 13.75%
4 Industrials 9.55%
5 Consumer Staples 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$288K 0.02%
6,690
-269
477
$288K 0.02%
7,364
-588
478
$287K 0.02%
14,686
-754
479
$286K 0.02%
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480
$282K 0.02%
23,385
-270
481
$282K 0.02%
4,700
-220
482
$282K 0.02%
8,113
-276
483
$281K 0.02%
4,713
+3,134
484
$281K 0.02%
1,950
485
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5,755
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486
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4,380
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487
$279K 0.02%
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488
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2,484
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$275K 0.02%
9,625
490
$273K 0.02%
6,158
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$271K 0.02%
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$268K 0.02%
5,396
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$267K 0.02%
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-491
500
$265K 0.02%
2,270
-47
18 19
20
21 22