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 13.57%
4 Industrials 9.41%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$3K ﹤0.01%
1,200
902
$3K ﹤0.01%
64
903
$3K ﹤0.01%
1,413
904
$3K ﹤0.01%
9
905
$3K ﹤0.01%
362
906
$3K ﹤0.01%
60
907
$3K ﹤0.01%
28
908
$3K ﹤0.01%
41
909
$2K ﹤0.01%
130
910
$2K ﹤0.01%
75
911
$2K ﹤0.01%
40
912
$2K ﹤0.01%
685
913
$2K ﹤0.01%
92
914
$2K ﹤0.01%
550
915
$2K ﹤0.01%
30
916
$2K ﹤0.01%
85
917
$2K ﹤0.01%
55
918
$2K ﹤0.01%
40
919
$2K ﹤0.01%
140
920
$2K ﹤0.01%
50
921
$2K ﹤0.01%
40
922
$2K ﹤0.01%
83
923
$2K ﹤0.01%
30
924
$2K ﹤0.01%
120
925
$2K ﹤0.01%
290
35 36
37
38 39