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
701
$8K ﹤0.01%
+720
702
$8K ﹤0.01%
+800
703
$8K ﹤0.01%
+110
704
$8K ﹤0.01%
+560
705
$8K ﹤0.01%
+130
706
$8K ﹤0.01%
+220
707
$7K ﹤0.01%
+320
708
$7K ﹤0.01%
+350
709
$7K ﹤0.01%
+200
710
$7K ﹤0.01%
+500
711
$7K ﹤0.01%
+1,820
712
$7K ﹤0.01%
+400
713
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+600
714
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+200
715
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716
$7K ﹤0.01%
+104
717
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+140
718
$7K ﹤0.01%
+80
719
$7K ﹤0.01%
+140
720
$7K ﹤0.01%
+700
721
$6K ﹤0.01%
+1,330
722
$6K ﹤0.01%
+180
723
$6K ﹤0.01%
+632
724
$6K ﹤0.01%
+72
725
$6K ﹤0.01%
+280