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
876
$4K ﹤0.01%
120
877
$4K ﹤0.01%
230
878
$4K ﹤0.01%
320
879
$4K ﹤0.01%
170
880
$4K ﹤0.01%
1,130
881
$4K ﹤0.01%
195
+7
882
$4K ﹤0.01%
80
883
$4K ﹤0.01%
290
884
$3K ﹤0.01%
80
885
$3K ﹤0.01%
524
886
$3K ﹤0.01%
190
887
$3K ﹤0.01%
60
888
$3K ﹤0.01%
685
889
$3K ﹤0.01%
90
890
$3K ﹤0.01%
+148
891
$3K ﹤0.01%
70
892
$3K ﹤0.01%
120
893
$3K ﹤0.01%
310
894
$3K ﹤0.01%
1,200
895
$3K ﹤0.01%
40
896
$3K ﹤0.01%
140
897
$3K ﹤0.01%
64
898
$3K ﹤0.01%
1,413
899
$3K ﹤0.01%
360
900
$3K ﹤0.01%
362
34 35
36
37 38