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
876
$4K ﹤0.01%
280
877
$4K ﹤0.01%
452
878
$4K ﹤0.01%
1
879
$4K ﹤0.01%
57
880
$4K ﹤0.01%
+75
881
$4K ﹤0.01%
525
882
$4K ﹤0.01%
1,130
883
$4K ﹤0.01%
500
884
$4K ﹤0.01%
290
885
$4K ﹤0.01%
200
886
$4K ﹤0.01%
70
887
$3K ﹤0.01%
524
888
$3K ﹤0.01%
230
889
$3K ﹤0.01%
190
890
$3K ﹤0.01%
70
891
$3K ﹤0.01%
70
892
$3K ﹤0.01%
120
893
$3K ﹤0.01%
230
894
$3K ﹤0.01%
120
895
$3K ﹤0.01%
250
896
$3K ﹤0.01%
110
897
$3K ﹤0.01%
18
898
$3K ﹤0.01%
320
899
$3K ﹤0.01%
1,200
900
$3K ﹤0.01%
64
34 35
36
37 38