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
876
$136K 0.01%
1,820
877
$136K 0.01%
4,198
+137
878
$135K 0.01%
1,716
+69
879
$135K 0.01%
3,678
+208
880
$135K 0.01%
2,565
881
$135K 0.01%
2,541
+166
882
$135K 0.01%
7,016
+278
883
$134K 0.01%
1,900
884
$134K 0.01%
2,564
+92
885
$134K 0.01%
4,767
+195
886
$133K 0.01%
4,020
+182
887
$133K 0.01%
3,492
+134
888
$133K 0.01%
11,952
+409
889
$133K 0.01%
3,029
+180
890
$132K 0.01%
5,780
+170
891
$132K 0.01%
3,016
+109
892
$132K 0.01%
1,920
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893
$131K 0.01%
7,802
894
$131K 0.01%
2,721
+118
895
$131K 0.01%
4,150
+93
896
$130K 0.01%
1,810
+65
897
$130K 0.01%
10,255
+385
898
$130K 0.01%
3,912
+673
899
$129K 0.01%
8,392
900
$129K 0.01%
667
+29
34 35
36
37 38