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
576
$22K ﹤0.01%
+408
577
$22K ﹤0.01%
+1,828
578
$22K ﹤0.01%
+425
579
$22K ﹤0.01%
+952
580
$22K ﹤0.01%
+782
581
$22K ﹤0.01%
+760
582
$22K ﹤0.01%
+572
583
$22K ﹤0.01%
+1,757
584
$22K ﹤0.01%
+1,285
585
$22K ﹤0.01%
+642
586
$21K ﹤0.01%
+462
587
$21K ﹤0.01%
+71
588
$21K ﹤0.01%
+27
589
$21K ﹤0.01%
+1,902
590
$21K ﹤0.01%
+380
591
$21K ﹤0.01%
+350
592
$21K ﹤0.01%
+309
593
$21K ﹤0.01%
+5,227
594
$21K ﹤0.01%
+440
595
$21K ﹤0.01%
+758
596
$21K ﹤0.01%
+1,124
597
$21K ﹤0.01%
+669
598
$21K ﹤0.01%
+547
599
$20K ﹤0.01%
+755
600
$20K ﹤0.01%
+2,527