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
$1.61B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$5.78M
3
+$2.85M
4
PFE icon
Pfizer
PFE
+$2.29M
5
IBM icon
IBM
IBM
+$1.93M

Top Sells

1
+$22.2M
2
+$12M
3
+$4.91M
4
GILD icon
Gilead Sciences
GILD
+$3.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.29M

Sector Composition

1 Technology 18.37%
2 Healthcare 13.59%
3 Financials 12.85%
4 Industrials 10.06%
5 Consumer Discretionary 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$307K 0.02%
2,509
-354
552
$307K 0.02%
3,693
-153
553
$306K 0.02%
6,438
554
$306K 0.02%
6,371
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555
$305K 0.02%
2,517
+138
556
$304K 0.02%
23,184
-4,048
557
$304K 0.02%
9,330
-295
558
$304K 0.02%
5,218
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559
$301K 0.02%
1,694
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560
$300K 0.02%
3,411
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561
$300K 0.02%
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562
$299K 0.02%
4,023
-9,656
563
$299K 0.02%
7,518
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564
$298K 0.02%
4,253
-304
565
$298K 0.02%
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-40
566
$296K 0.02%
22,655
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567
$296K 0.02%
6,687
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$295K 0.02%
4,973
-17,536
569
$295K 0.02%
3,351
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570
$295K 0.02%
8,285
571
$295K 0.02%
6,428
-64
572
$293K 0.02%
5,159
573
$292K 0.02%
2,860
-252
574
$292K 0.02%
4,920
+230
575
$288K 0.02%
5,945
-46
21 22
23
24 25