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
926
$2K ﹤0.01%
24
927
$2K ﹤0.01%
80
928
$2K ﹤0.01%
24
929
$2K ﹤0.01%
190
930
$2K ﹤0.01%
77
931
$2K ﹤0.01%
334
932
$2K ﹤0.01%
120
933
$2K ﹤0.01%
62
934
$2K ﹤0.01%
350
935
$2K ﹤0.01%
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936
$2K ﹤0.01%
80
937
$2K ﹤0.01%
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938
$2K ﹤0.01%
72
939
$2K ﹤0.01%
290
940
$2K ﹤0.01%
80
941
$2K ﹤0.01%
360
942
$1K ﹤0.01%
125
943
$1K ﹤0.01%
529
944
$1K ﹤0.01%
15
945
$1K ﹤0.01%
18
946
$1K ﹤0.01%
79
947
$1K ﹤0.01%
53
948
$1K ﹤0.01%
100
949
$1K ﹤0.01%
70
950
$1K ﹤0.01%
30
36 37
38
39 40