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
601
$20K ﹤0.01%
+2,527
602
$20K ﹤0.01%
+877
603
$20K ﹤0.01%
+1,220
604
$20K ﹤0.01%
+639
605
$20K ﹤0.01%
+1,159
606
$20K ﹤0.01%
+992
607
$20K ﹤0.01%
+338
608
$20K ﹤0.01%
+481
609
$19K ﹤0.01%
+422
610
$19K ﹤0.01%
+1,165
611
$19K ﹤0.01%
+528
612
$19K ﹤0.01%
+750
613
$19K ﹤0.01%
+5,010
614
$19K ﹤0.01%
+720
615
$19K ﹤0.01%
+422
616
$19K ﹤0.01%
+148
617
$19K ﹤0.01%
+87
618
$19K ﹤0.01%
+255
619
$19K ﹤0.01%
+760
620
$18K ﹤0.01%
+213
621
$18K ﹤0.01%
+265
622
$18K ﹤0.01%
+229
623
$18K ﹤0.01%
+550
624
$18K ﹤0.01%
+760
625
$18K ﹤0.01%
+230
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