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
$778M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1 +$25.3M
2 +$19.2M
3 +$17.9M
4
PEP icon
PepsiCo
PEP
+$17.3M
5
MCD icon
McDonald's
MCD
+$17M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.81%
2 Technology 14.52%
3 Financials 12.39%
4 Consumer Discretionary 10.13%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$6K ﹤0.01%
+158
727
$6K ﹤0.01%
+250
728
$6K ﹤0.01%
+500
729
$6K ﹤0.01%
+370
730
$6K ﹤0.01%
+330
731
$6K ﹤0.01%
+400
732
$6K ﹤0.01%
+523
733
$5K ﹤0.01%
+120
734
$5K ﹤0.01%
+120
735
$5K ﹤0.01%
+140
736
$5K ﹤0.01%
+180
737
$5K ﹤0.01%
+201
738
$5K ﹤0.01%
+225
739
$5K ﹤0.01%
+240
740
$5K ﹤0.01%
+452
741
$5K ﹤0.01%
+65
742
$5K ﹤0.01%
+153
743
$5K ﹤0.01%
+110
744
$5K ﹤0.01%
+140
745
$5K ﹤0.01%
+260
746
$4K ﹤0.01%
+190
747
$4K ﹤0.01%
+91
748
$4K ﹤0.01%
+399
749
$4K ﹤0.01%
+110
750
$4K ﹤0.01%
+280