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
676
$10K ﹤0.01%
+2,450
677
$10K ﹤0.01%
+310
678
$10K ﹤0.01%
+120
679
$10K ﹤0.01%
+542
680
$10K ﹤0.01%
+334
681
$10K ﹤0.01%
+40
682
$9K ﹤0.01%
+90
683
$9K ﹤0.01%
+590
684
$9K ﹤0.01%
+960
685
$9K ﹤0.01%
+1,680
686
$9K ﹤0.01%
+900
687
$9K ﹤0.01%
+1,070
688
$9K ﹤0.01%
+409
689
$9K ﹤0.01%
+670
690
$9K ﹤0.01%
+420
691
$9K ﹤0.01%
+90
692
$8K ﹤0.01%
+197
693
$8K ﹤0.01%
+1,100
694
$8K ﹤0.01%
+220
695
$8K ﹤0.01%
+130
696
$8K ﹤0.01%
+200
697
$8K ﹤0.01%
+211
698
$8K ﹤0.01%
+280
699
$8K ﹤0.01%
+630
700
$8K ﹤0.01%
+397