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
601
$271K 0.02%
2,254
-382
602
$271K 0.02%
5,186
+179
603
$271K 0.02%
4,025
+236
604
$270K 0.02%
2,354
-8,461
605
$269K 0.02%
5,800
606
$269K 0.02%
3,405
+171
607
$269K 0.02%
1,858
+172
608
$268K 0.02%
2,573
+780
609
$268K 0.02%
4,788
+237
610
$267K 0.02%
4,548
+177
611
$266K 0.02%
1,757
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612
$266K 0.02%
918
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613
$265K 0.02%
817
614
$262K 0.02%
15,982
+1,683
615
$262K 0.02%
5,840
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616
$261K 0.02%
8,515
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617
$261K 0.02%
1,386
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618
$261K 0.02%
1,211
-54
619
$259K 0.02%
4,059
+101
620
$259K 0.02%
6,263
-81
621
$258K 0.02%
3,403
+420
622
$258K 0.02%
6,044
-48
623
$257K 0.02%
7,076
+1,696
624
$255K 0.02%
2,844
+129
625
$255K 0.02%
10,983
+454
23 24
25
26 27