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
851
$6K ﹤0.01%
140
852
$6K ﹤0.01%
500
853
$6K ﹤0.01%
180
854
$6K ﹤0.01%
+50
855
$6K ﹤0.01%
397
856
$6K ﹤0.01%
150
857
$6K ﹤0.01%
140
858
$5K ﹤0.01%
180
859
$5K ﹤0.01%
+105
860
$5K ﹤0.01%
490
861
$5K ﹤0.01%
+90
862
$5K ﹤0.01%
250
863
$5K ﹤0.01%
201
864
$5K ﹤0.01%
399
865
$5K ﹤0.01%
72
866
$5K ﹤0.01%
720
867
$5K ﹤0.01%
240
868
$5K ﹤0.01%
280
869
$5K ﹤0.01%
630
870
$5K ﹤0.01%
180
871
$5K ﹤0.01%
78
872
$5K ﹤0.01%
460
873
$4K ﹤0.01%
90
874
$4K ﹤0.01%
110
875
$4K ﹤0.01%
+119
33 34
35
36 37