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
$778M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$19.2M
3
+$17.9M
4
PEP icon
PepsiCo
PEP
+$17.3M
5
MCD icon
McDonald's
MCD
+$17M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.81%
2 Technology 14.52%
3 Financials 12.39%
4 Consumer Discretionary 10.13%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$3K ﹤0.01%
+230
777
$3K ﹤0.01%
+100
778
$3K ﹤0.01%
+310
779
$3K ﹤0.01%
+1,200
780
$3K ﹤0.01%
+360
781
$3K ﹤0.01%
+362
782
$3K ﹤0.01%
+60
783
$3K ﹤0.01%
+240
784
$3K ﹤0.01%
+50
785
$3K ﹤0.01%
+370
786
$3K ﹤0.01%
+60
787
$3K ﹤0.01%
+41
788
$2K ﹤0.01%
+55
789
$2K ﹤0.01%
+51
790
$2K ﹤0.01%
+150
791
$2K ﹤0.01%
+40
792
$2K ﹤0.01%
+50
793
$2K ﹤0.01%
+40
794
$2K ﹤0.01%
+290
795
$2K ﹤0.01%
+80
796
$2K ﹤0.01%
+30
797
$2K ﹤0.01%
+524
798
$2K ﹤0.01%
+500
799
$2K ﹤0.01%
+230
800
$2K ﹤0.01%
+77
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