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
901
$129K 0.01%
6,684
+297
902
$128K 0.01%
6,299
+221
903
$128K 0.01%
1,586
+60
904
$128K 0.01%
13,841
905
$127K 0.01%
5,059
+226
906
$127K 0.01%
9,316
-9,555
907
$127K 0.01%
16,919
+535
908
$127K 0.01%
1,116
+35
909
$127K 0.01%
2,915
+628
910
$126K 0.01%
3,091
911
$126K 0.01%
8,190
+322
912
$126K 0.01%
4,400
+162
913
$125K 0.01%
2,032
+105
914
$125K 0.01%
5,424
+172
915
$124K 0.01%
1,910
916
$124K 0.01%
1,720
917
$124K 0.01%
6,267
-7,689
918
$124K 0.01%
11,612
+384
919
$124K 0.01%
3,291
+79
920
$123K 0.01%
1,516
921
$122K 0.01%
3,238
+138
922
$122K 0.01%
12,316
+514
923
$122K 0.01%
+7,228
924
$121K 0.01%
4,627
+660
925
$121K 0.01%
872
+44
35 36
37
38 39