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
851
$147K 0.01%
368
+24
852
$147K 0.01%
10,203
+845
853
$146K 0.01%
3,640
854
$145K 0.01%
2,662
+115
855
$145K 0.01%
2,320
+57
856
$145K 0.01%
2,182
+75
857
$144K 0.01%
2,638
+90
858
$143K 0.01%
3,135
+105
859
$143K 0.01%
2,352
860
$143K 0.01%
2,228
+86
861
$143K 0.01%
5,392
862
$142K 0.01%
5,087
+199
863
$141K 0.01%
2,477
+149
864
$141K 0.01%
11,821
865
$140K 0.01%
35,797
+6,302
866
$140K 0.01%
3,390
867
$140K 0.01%
8,686
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868
$140K 0.01%
19,900
-1,664
869
$139K 0.01%
3,281
+18
870
$138K 0.01%
4,969
-469
871
$138K 0.01%
1,040
+36
872
$137K 0.01%
4,345
-69
873
$137K 0.01%
4,805
+185
874
$136K 0.01%
4,111
875
$136K 0.01%
+3,344
33 34
35
36 37