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
676
$227K 0.01%
3,220
+149
677
$227K 0.01%
5,567
678
$227K 0.01%
6,550
679
$227K 0.01%
14,871
+4,166
680
$226K 0.01%
1,634
-131
681
$225K 0.01%
1,287
+55
682
$225K 0.01%
2,666
+75
683
$223K 0.01%
7,611
+232
684
$223K 0.01%
1,392
-309
685
$222K 0.01%
1,486
686
$221K 0.01%
34,707
+962
687
$221K 0.01%
4,438
+543
688
$220K 0.01%
12,228
+408
689
$219K 0.01%
8,912
+358
690
$219K 0.01%
1,904
+57
691
$219K 0.01%
3,993
+142
692
$217K 0.01%
12,655
-2
693
$215K 0.01%
3,116
+246
694
$215K 0.01%
8,224
-773
695
$215K 0.01%
5,489
-220
696
$215K 0.01%
2,537
+86
697
$214K 0.01%
4,540
+191
698
$214K 0.01%
3,065
-130
699
$214K 0.01%
6,532
-372
700
$213K 0.01%
2,760
+148
26 27
28
29 30