LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
51
$7.68M 0.48%
56,808
+1,178
52
$7.63M 0.47%
58,498
+9,889
53
$7.53M 0.47%
161,369
+12,174
54
$7.3M 0.45%
34,414
+4,995
55
$6.9M 0.43%
33,467
-6,067
56
$6.8M 0.42%
115,684
+17,535
57
$6.4M 0.4%
50,603
+2,066
58
$6.25M 0.39%
21,182
+120
59
$6.21M 0.39%
28,297
-1,484
60
$6.2M 0.39%
84,013
+10,654
61
$6.16M 0.38%
84,075
-7,626
62
$5.92M 0.37%
19,531
-367
63
$5.9M 0.37%
+103,775
64
$5.87M 0.36%
39,396
-2,465
65
$5.87M 0.36%
13,473
-352
66
$5.8M 0.36%
17,596
-612
67
$5.78M 0.36%
+259,894
68
$5.74M 0.36%
23,777
-82
69
$5.65M 0.35%
37,815
+10,983
70
$5.63M 0.35%
141,101
+29,780
71
$5.63M 0.35%
62,728
+8,982
72
$5.45M 0.34%
43,005
-1,008
73
$5.42M 0.34%
87,289
+6,930
74
$5.38M 0.33%
32,772
+5,725
75
$5.37M 0.33%
22,997
+4,790
1 2
3
4 5