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
$1.61B
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
726
$203K 0.01%
+8,066
727
$203K 0.01%
5,308
-15,154
728
$202K 0.01%
+4,253
729
$200K 0.01%
1,971
+63
730
$199K 0.01%
14,732
+2,735
731
$199K 0.01%
3,326
+92
732
$199K 0.01%
4,900
-84
733
$198K 0.01%
3,050
+86
734
$198K 0.01%
3,995
+232
735
$198K 0.01%
7,114
736
$197K 0.01%
15,345
+552
737
$197K 0.01%
+4,356
738
$197K 0.01%
15,306
+1,589
739
$197K 0.01%
2,541
+233
740
$196K 0.01%
2,839
+157
741
$195K 0.01%
7,241
+257
742
$194K 0.01%
15,848
+4,739
743
$193K 0.01%
4,598
+262
744
$193K 0.01%
1,000
745
$193K 0.01%
7,004
+3,394
746
$192K 0.01%
2,574
+98
747
$192K 0.01%
2,005
-7
748
$192K 0.01%
2,153
+83
749
$191K 0.01%
37,999
-157,095
750
$191K 0.01%
2,891
+116
28 29
30
31 32