LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$778M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1 +$25.3M
2 +$19.2M
3 +$17.9M
4
PEP icon
PepsiCo
PEP
+$17.3M
5
MCD icon
McDonald's
MCD
+$17M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.81%
2 Technology 14.52%
3 Financials 12.39%
4 Consumer Discretionary 10.13%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$0 ﹤0.01%
+20
877
$0 ﹤0.01%
+15
878
$0 ﹤0.01%
+20
879
0
880
$0 ﹤0.01%
+47
881
$0 ﹤0.01%
+434
882
$0 ﹤0.01%
+15