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
$1.23B
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.02M
3
+$1.41M
4
BIIB icon
Biogen
BIIB
+$1.34M
5
CMCSA icon
Comcast
CMCSA
+$1.29M

Top Sells

1
+$6.14M
2
+$3.82M
3
+$2.67M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.7M
5
CTAS icon
Cintas
CTAS
+$1.62M

Sector Composition

1 Healthcare 16.68%
2 Financials 14.46%
3 Technology 13.61%
4 Industrials 9.38%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$24K ﹤0.01%
760
752
$24K ﹤0.01%
550
753
$24K ﹤0.01%
760
754
$24K ﹤0.01%
365
755
$23K ﹤0.01%
2,628
+21
756
$23K ﹤0.01%
790
757
$23K ﹤0.01%
5,010
758
$23K ﹤0.01%
391
-5
759
$23K ﹤0.01%
1,070
760
$23K ﹤0.01%
530
761
$22K ﹤0.01%
1,000
762
$22K ﹤0.01%
+250
763
$22K ﹤0.01%
885
764
$20K ﹤0.01%
700
765
$20K ﹤0.01%
140
766
$20K ﹤0.01%
580
767
$20K ﹤0.01%
992
768
$19K ﹤0.01%
360
769
$19K ﹤0.01%
192
770
$19K ﹤0.01%
5,550
771
$19K ﹤0.01%
90
772
$18K ﹤0.01%
1,470
773
$18K ﹤0.01%
500
774
$18K ﹤0.01%
600
775
$17K ﹤0.01%
161
29 30
31
32 33