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
776
$180K 0.01%
13,525
+3,481
777
$180K 0.01%
5,175
+343
778
$179K 0.01%
2,691
+109
779
$179K 0.01%
6,042
+454
780
$178K 0.01%
3,145
+179
781
$178K 0.01%
4,263
+126
782
$177K 0.01%
3,895
+240
783
$177K 0.01%
19,740
+7,875
784
$176K 0.01%
2,678
+145
785
$175K 0.01%
2,259
+105
786
$175K 0.01%
3,345
+157
787
$174K 0.01%
2,389
+99
788
$174K 0.01%
4,232
+160
789
$173K 0.01%
12,402
790
$173K 0.01%
20,784
+10,370
791
$172K 0.01%
380
-143
792
$172K 0.01%
6,399
-91
793
$172K 0.01%
9,832
794
$171K 0.01%
7,270
+369
795
$171K 0.01%
5,179
796
$170K 0.01%
1,097
+44
797
$169K 0.01%
1,258
798
$169K 0.01%
16,140
+624
799
$169K 0.01%
7,994
800
$169K 0.01%
1,209
30 31
32
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