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
801
$12K ﹤0.01%
1,850
802
$12K ﹤0.01%
960
803
$12K ﹤0.01%
1,100
804
$12K ﹤0.01%
220
805
$12K ﹤0.01%
120
806
$12K ﹤0.01%
90
807
$12K ﹤0.01%
800
808
$12K ﹤0.01%
470
809
$11K ﹤0.01%
360
810
$11K ﹤0.01%
189
+3
811
$11K ﹤0.01%
100
812
$11K ﹤0.01%
800
813
$11K ﹤0.01%
740
814
$10K ﹤0.01%
540
815
$10K ﹤0.01%
107
816
$10K ﹤0.01%
1,720
817
$10K ﹤0.01%
600
818
$10K ﹤0.01%
280
819
$10K ﹤0.01%
2,450
820
$10K ﹤0.01%
270
821
$10K ﹤0.01%
273
822
$10K ﹤0.01%
700
823
$10K ﹤0.01%
600
824
$9K ﹤0.01%
134
825
$9K ﹤0.01%
250
31 32
33
34 35