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
526
$238K 0.02%
6,903
-345
527
$237K 0.02%
6,184
-200
528
$233K 0.02%
2,356
-3,599
529
$233K 0.02%
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-520
530
$233K 0.02%
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-140
531
$231K 0.02%
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532
$225K 0.02%
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533
$224K 0.02%
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534
$223K 0.02%
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$221K 0.02%
7,338
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536
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540
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541
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3,759
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548
$209K 0.02%
3,333
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549
$208K 0.02%
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550
$208K 0.02%
3,130
-130
20 21
22
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