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
801
$12K ﹤0.01%
186
802
$12K ﹤0.01%
334
803
$12K ﹤0.01%
1,507
804
$12K ﹤0.01%
970
805
$12K ﹤0.01%
525
806
$12K ﹤0.01%
700
807
$11K ﹤0.01%
360
808
$11K ﹤0.01%
960
809
$11K ﹤0.01%
1,680
810
$11K ﹤0.01%
+134
811
$11K ﹤0.01%
720
812
$11K ﹤0.01%
390
813
$10K ﹤0.01%
1,100
814
$10K ﹤0.01%
107
815
$10K ﹤0.01%
130
816
$10K ﹤0.01%
600
817
$10K ﹤0.01%
280
818
$10K ﹤0.01%
104
819
$10K ﹤0.01%
800
820
$10K ﹤0.01%
220
821
$9K ﹤0.01%
350
822
$9K ﹤0.01%
490
823
$9K ﹤0.01%
72
824
$9K ﹤0.01%
200
825
$9K ﹤0.01%
250
31 32
33
34 35