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
$1.17B
AUM Growth
-$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$1.54M
3
+$1.04M
4
MSI icon
Motorola Solutions
MSI
+$1.04M
5
ARG
Airgas Inc
ARG
+$1.04M

Top Sells

1
+$14.9M
2
+$11.5M
3
+$8.84M
4
AAPL icon
Apple
AAPL
+$5.49M
5
PFE icon
Pfizer
PFE
+$2.74M

Sector Composition

1 Healthcare 14.88%
2 Financials 13.83%
3 Technology 13.75%
4 Industrials 9.55%
5 Consumer Staples 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$30K ﹤0.01%
550
727
$29K ﹤0.01%
625
728
$29K ﹤0.01%
440
729
$29K ﹤0.01%
600
730
$28K ﹤0.01%
2,000
731
$28K ﹤0.01%
790
732
$28K ﹤0.01%
387
733
$28K ﹤0.01%
639
734
$28K ﹤0.01%
3,270
735
$28K ﹤0.01%
650
736
$27K ﹤0.01%
563
737
$27K ﹤0.01%
135
738
$27K ﹤0.01%
375
739
$26K ﹤0.01%
1,949
+7
740
$26K ﹤0.01%
1,860
741
$26K ﹤0.01%
5,010
742
$26K ﹤0.01%
2,800
743
$25K ﹤0.01%
685
+285
744
$25K ﹤0.01%
1,070
745
$25K ﹤0.01%
760
746
$24K ﹤0.01%
1,096
747
$24K ﹤0.01%
500
748
$23K ﹤0.01%
5,550
749
$22K ﹤0.01%
842
750
$21K ﹤0.01%
1,000
28 29
30
31 32