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
551
$24K ﹤0.01%
+244
552
$24K ﹤0.01%
+1,428
553
$24K ﹤0.01%
+2,592
554
$24K ﹤0.01%
+783
555
$24K ﹤0.01%
+984
556
$23K ﹤0.01%
+1,242
557
$23K ﹤0.01%
+513
558
$23K ﹤0.01%
+627
559
$23K ﹤0.01%
+1,532
560
$23K ﹤0.01%
+505
561
$23K ﹤0.01%
+373
562
$23K ﹤0.01%
+934
563
$23K ﹤0.01%
+669
564
$23K ﹤0.01%
+5,550
565
$23K ﹤0.01%
+626
566
$23K ﹤0.01%
+474
567
$23K ﹤0.01%
+199
568
$23K ﹤0.01%
+1,070
569
$23K ﹤0.01%
+783
570
$23K ﹤0.01%
+377
571
$22K ﹤0.01%
+1,828
572
$22K ﹤0.01%
+425
573
$22K ﹤0.01%
+1,000
574
$22K ﹤0.01%
+511
575
$22K ﹤0.01%
+1,069
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