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
$682M
AUM Growth
+$5.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$722K
3
+$715K
4
NVDA icon
NVIDIA
NVDA
+$710K
5
BMY icon
Bristol-Myers Squibb
BMY
+$693K

Top Sells

1
+$3.04M
2
+$2.98M
3
+$1.12M
4
AAPL icon
Apple
AAPL
+$929K
5
V icon
Visa
V
+$612K

Sector Composition

1 Technology 29.54%
2 Financials 14.75%
3 Industrials 10.62%
4 Communication Services 8.96%
5 Consumer Staples 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.35%
31,934
-163
52
$2.24M 0.33%
700
53
$2.2M 0.32%
16,240
+1,220
54
$2.1M 0.31%
11,834
-444
55
$2.04M 0.3%
14,114
-1,628
56
$1.84M 0.27%
14,008
+365
57
$1.78M 0.26%
6,128
58
$1.78M 0.26%
2,300
+20
59
$1.74M 0.25%
7,853
+1,018
60
$1.69M 0.25%
13,470
-55
61
$1.65M 0.24%
7,749
-256
62
$1.65M 0.24%
15,580
+20
63
$1.59M 0.23%
6,442
64
$1.59M 0.23%
15,565
-580
65
$1.51M 0.22%
16,325
-252
66
$1.49M 0.22%
31,215
+710
67
$1.42M 0.21%
20,213
68
$1.37M 0.2%
34,234
+755
69
$1.34M 0.2%
2,582
70
$1.29M 0.19%
12,009
+280
71
$1.22M 0.18%
44,485
+13,405
72
$1.21M 0.18%
3,016
73
$1.21M 0.18%
5,495
-145
74
$1.19M 0.17%
9,182
75
$1.14M 0.17%
4,388
+660
1 2
3
4 5