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
751
$191K 0.01%
12,839
-1,922
752
$190K 0.01%
2,355
+127
753
$190K 0.01%
7,084
-50
754
$190K 0.01%
4,297
+133
755
$190K 0.01%
2,619
+499
756
$189K 0.01%
1,227
+538
757
$189K 0.01%
9,766
+319
758
$188K 0.01%
3,995
+166
759
$186K 0.01%
3,015
+135
760
$185K 0.01%
3,138
+292
761
$185K 0.01%
3,513
+135
762
$184K 0.01%
11,170
+4,313
763
$184K 0.01%
3,854
-9,849
764
$184K 0.01%
+10,525
765
$183K 0.01%
2,703
766
$183K 0.01%
2,599
+123
767
$183K 0.01%
1,955
-520
768
$183K 0.01%
18,947
+714
769
$183K 0.01%
2,092
770
$183K 0.01%
6,622
+1,491
771
$182K 0.01%
3,284
+105
772
$182K 0.01%
1,563
773
$181K 0.01%
16,034
+101
774
$181K 0.01%
14,222
+656
775
$180K 0.01%
4,325
29 30
31
32 33