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
576
$288K 0.02%
3,720
+168
577
$288K 0.02%
5,016
-395
578
$287K 0.02%
3,173
-7,578
579
$285K 0.02%
3,633
+238
580
$285K 0.02%
10,920
-214
581
$284K 0.02%
2,420
582
$283K 0.02%
5,886
+231
583
$282K 0.02%
24,858
+4,662
584
$281K 0.02%
4,090
-156
585
$281K 0.02%
7,939
-32,172
586
$280K 0.02%
4,378
+28
587
$280K 0.02%
6,304
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588
$280K 0.02%
8,502
+305
589
$278K 0.02%
7,287
+1,717
590
$278K 0.02%
5,599
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591
$277K 0.02%
7,632
-36,034
592
$277K 0.02%
978
593
$276K 0.02%
2,324
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594
$275K 0.02%
10,608
-2,358
595
$275K 0.02%
+11,565
596
$274K 0.02%
11,766
597
$274K 0.02%
2,948
+92
598
$274K 0.02%
22,561
599
$273K 0.02%
18,862
+1,401
600
$273K 0.02%
2,637
+8
22 23
24
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