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
$532M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$964K
3
+$644K
4
MCD icon
McDonald's
MCD
+$639K
5
AMZN icon
Amazon
AMZN
+$533K

Top Sells

1
+$6.74M
2
+$6.3M
3
+$2.04M
4
AAPL icon
Apple
AAPL
+$1.48M
5
NEE icon
NextEra Energy
NEE
+$1.15M

Sector Composition

1 Technology 26.29%
2 Financials 14.67%
3 Industrials 9.71%
4 Healthcare 8.15%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.38%
57,099
-800
52
$2.03M 0.38%
23,409
-625
53
$1.9M 0.36%
43,365
-154,139
54
$1.84M 0.35%
33,486
-738
55
$1.78M 0.33%
700
56
$1.73M 0.33%
11,607
+4
57
$1.64M 0.31%
3,251
-5
58
$1.63M 0.31%
14,760
-201
59
$1.57M 0.3%
8,258
60
$1.56M 0.29%
3,082
61
$1.32M 0.25%
7,487
-2,685
62
$1.32M 0.25%
6,342
-100
63
$1.27M 0.24%
28,635
+3,250
64
$1.25M 0.23%
15,949
+4
65
$1.22M 0.23%
9,645
66
$1.15M 0.22%
2,255
+55
67
$1.14M 0.21%
4,250
+575
68
$1.11M 0.21%
8,759
+4,195
69
$1.09M 0.2%
35,433
-8,250
70
$1.01M 0.19%
4,582
-75
71
$1.01M 0.19%
8,323
72
$968K 0.18%
12,355
+1,810
73
$957K 0.18%
22,749
-2,408
74
$913K 0.17%
21,000
+11,600
75
$848K 0.16%
15,151
1 2
3
4 5