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
751
$21K ﹤0.01%
396
752
$21K ﹤0.01%
90
753
$21K ﹤0.01%
365
754
$20K ﹤0.01%
992
755
$20K ﹤0.01%
760
756
$19K ﹤0.01%
3,252
-1
757
$19K ﹤0.01%
+577
758
$18K ﹤0.01%
140
759
$18K ﹤0.01%
1,470
760
$18K ﹤0.01%
700
761
$18K ﹤0.01%
1,157
+257
762
$18K ﹤0.01%
550
763
$18K ﹤0.01%
+735
764
$17K ﹤0.01%
700
765
$17K ﹤0.01%
388
766
$17K ﹤0.01%
360
767
$17K ﹤0.01%
354
768
$17K ﹤0.01%
540
769
$17K ﹤0.01%
767
+25
770
$17K ﹤0.01%
596
771
$17K ﹤0.01%
230
772
$16K ﹤0.01%
504
-24
773
$16K ﹤0.01%
192
774
$16K ﹤0.01%
400
775
$16K ﹤0.01%
1,020
29 30
31
32 33