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
$1.17B
AUM Growth
-$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$1.54M
3
+$1.04M
4
MSI icon
Motorola Solutions
MSI
+$1.04M
5
ARG
Airgas Inc
ARG
+$1.04M

Top Sells

1
+$14.9M
2
+$11.5M
3
+$8.84M
4
AAPL icon
Apple
AAPL
+$5.49M
5
PFE icon
Pfizer
PFE
+$2.74M

Sector Composition

1 Healthcare 14.88%
2 Financials 13.83%
3 Technology 13.75%
4 Industrials 9.55%
5 Consumer Staples 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$88K 0.01%
850
677
$88K 0.01%
1,217
+77
678
$88K 0.01%
321
679
$87K 0.01%
2,739
-4,248
680
$83K 0.01%
192
-10
681
$82K 0.01%
5,270
682
$81K 0.01%
2,200
683
$81K 0.01%
680
684
$77K 0.01%
2,061
-483
685
$74K 0.01%
846
-21
686
$70K 0.01%
1,261
687
$65K 0.01%
1,387
-20
688
$63K 0.01%
6,622
+539
689
$63K 0.01%
1,180
690
$61K 0.01%
1,340
+120
691
$58K ﹤0.01%
980
692
$57K ﹤0.01%
970
693
$57K ﹤0.01%
660
694
$56K ﹤0.01%
1,197
-178
695
$55K ﹤0.01%
2,548
+158
696
$54K ﹤0.01%
934
697
$52K ﹤0.01%
600
698
$50K ﹤0.01%
1,340
699
$50K ﹤0.01%
700
700
$48K ﹤0.01%
2,100
26 27
28
29 30