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
826
$9K ﹤0.01%
720
827
$8K ﹤0.01%
1,379
+22
828
$8K ﹤0.01%
320
829
$8K ﹤0.01%
90
830
$8K ﹤0.01%
500
831
$8K ﹤0.01%
400
832
$8K ﹤0.01%
200
833
$8K ﹤0.01%
225
834
$8K ﹤0.01%
2,450
835
$8K ﹤0.01%
630
836
$8K ﹤0.01%
800
837
$8K ﹤0.01%
523
838
$7K ﹤0.01%
631
-1
839
$7K ﹤0.01%
200
840
$7K ﹤0.01%
140
841
$7K ﹤0.01%
201
842
$7K ﹤0.01%
158
843
$7K ﹤0.01%
65
844
$7K ﹤0.01%
140
845
$7K ﹤0.01%
80
846
$7K ﹤0.01%
+273
847
$6K ﹤0.01%
180
848
$6K ﹤0.01%
148
849
$6K ﹤0.01%
300
850
$6K ﹤0.01%
180
32 33
34
35 36