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
$1.23B
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.02M
3
+$1.41M
4
BIIB icon
Biogen
BIIB
+$1.34M
5
CMCSA icon
Comcast
CMCSA
+$1.29M

Top Sells

1
+$6.14M
2
+$3.82M
3
+$2.67M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.7M
5
CTAS icon
Cintas
CTAS
+$1.62M

Sector Composition

1 Healthcare 16.68%
2 Financials 14.46%
3 Technology 13.61%
4 Industrials 9.38%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$53K ﹤0.01%
2,390
702
$49K ﹤0.01%
6,347
-417
703
$49K ﹤0.01%
1,220
704
$48K ﹤0.01%
595
+372
705
$48K ﹤0.01%
700
706
$48K ﹤0.01%
842
707
$47K ﹤0.01%
1,340
708
$46K ﹤0.01%
2,164
709
$46K ﹤0.01%
1,260
710
$46K ﹤0.01%
660
711
$44K ﹤0.01%
390
712
$43K ﹤0.01%
900
713
$43K ﹤0.01%
400
714
$42K ﹤0.01%
1,000
715
$41K ﹤0.01%
450
-150
716
$39K ﹤0.01%
1,450
717
$38K ﹤0.01%
+833
718
$38K ﹤0.01%
1,000
719
$38K ﹤0.01%
500
720
$37K ﹤0.01%
934
-18
721
$35K ﹤0.01%
307
722
$35K ﹤0.01%
600
723
$34K ﹤0.01%
1,815
724
$34K ﹤0.01%
6,200
725
$34K ﹤0.01%
970
27 28
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