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
701
$213K 0.01%
1,292
702
$213K 0.01%
8,359
-29,772
703
$212K 0.01%
2,451
+395
704
$212K 0.01%
7,431
+1,794
705
$212K 0.01%
3,082
-98
706
$212K 0.01%
1,854
+83
707
$212K 0.01%
9,375
708
$211K 0.01%
12,261
-3,199
709
$211K 0.01%
7,319
+456
710
$211K 0.01%
1,234
+59
711
$211K 0.01%
4,000
-443
712
$211K 0.01%
9,673
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713
$210K 0.01%
2,801
-87
714
$209K 0.01%
7,430
+731
715
$209K 0.01%
4,557
-17,024
716
$209K 0.01%
750
717
$208K 0.01%
7,403
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718
$207K 0.01%
2,107
-6
719
$207K 0.01%
6,347
-352
720
$206K 0.01%
5,704
+256
721
$205K 0.01%
6,900
722
$204K 0.01%
2,524
+167
723
$204K 0.01%
13,756
+1,309
724
$204K 0.01%
6,969
+318
725
$203K 0.01%
5,430
+247
27 28
29
30 31