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
551
$206K 0.02%
8,108
-290
552
$206K 0.02%
1,979
-85
553
$205K 0.02%
5,800
554
$205K 0.02%
1,552
+383
555
$203K 0.02%
5,875
+375
556
$201K 0.02%
1,895
-72
557
$201K 0.02%
5,300
-230
558
$200K 0.02%
24,012
-3,180
559
$200K 0.02%
6,380
-270
560
$199K 0.02%
4,339
+719
561
$198K 0.02%
1,471
-80
562
$198K 0.02%
1,500
-60
563
$196K 0.02%
1,130
-61
564
$195K 0.02%
2,576
+196
565
$194K 0.02%
3,330
-140
566
$193K 0.02%
2,875
-116
567
$192K 0.02%
5,864
+274
568
$191K 0.02%
1,994
-79
569
$189K 0.02%
4,057
+1,077
570
$189K 0.02%
1,811
+24
571
$189K 0.02%
3,360
-130
572
$188K 0.02%
5,495
-200
573
$187K 0.02%
3,520
-122
574
$187K 0.02%
2,389
+168
575
$187K 0.02%
1,625
-75
21 22
23
24 25