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
701
$47K ﹤0.01%
1,450
702
$46K ﹤0.01%
900
703
$46K ﹤0.01%
600
704
$45K ﹤0.01%
390
705
$44K ﹤0.01%
842
+182
706
$43K ﹤0.01%
1,260
707
$42K ﹤0.01%
500
708
$41K ﹤0.01%
325
-50
709
$41K ﹤0.01%
400
710
$39K ﹤0.01%
+234
711
$38K ﹤0.01%
6,200
712
$37K ﹤0.01%
690
713
$36K ﹤0.01%
576
-5
714
$36K ﹤0.01%
500
715
$36K ﹤0.01%
1,000
716
$35K ﹤0.01%
646
+66
717
$35K ﹤0.01%
460
718
$35K ﹤0.01%
2,796
719
$35K ﹤0.01%
530
720
$35K ﹤0.01%
790
721
$33K ﹤0.01%
1,815
722
$32K ﹤0.01%
2,607
+50
723
$32K ﹤0.01%
760
724
$32K ﹤0.01%
1,770
725
$30K ﹤0.01%
750
27 28
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