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
826
$157K 0.01%
3,749
+141
827
$157K 0.01%
7,626
+205
828
$157K 0.01%
5,239
829
$155K 0.01%
250
830
$155K 0.01%
8,279
+234
831
$155K 0.01%
3,339
+97
832
$155K 0.01%
868
+30
833
$155K 0.01%
3,913
+120
834
$153K 0.01%
10,296
+365
835
$153K 0.01%
8,283
836
$153K 0.01%
5,977
837
$153K 0.01%
9,647
-611
838
$152K 0.01%
1,799
+59
839
$152K 0.01%
3,001
840
$151K 0.01%
1,678
841
$150K 0.01%
5,912
+239
842
$150K 0.01%
8,917
+2,200
843
$150K 0.01%
6,401
+196
844
$148K 0.01%
1,960
845
$148K 0.01%
10,000
846
$147K 0.01%
2,232
+390
847
$147K 0.01%
1,328
+57
848
$147K 0.01%
10,325
+1,267
849
$147K 0.01%
4,798
+208
850
$147K 0.01%
4,759
32 33
34
35 36