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
926
$2K ﹤0.01%
55
927
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310
928
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80
929
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150
930
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40
931
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932
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933
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934
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935
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936
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120
937
$2K ﹤0.01%
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938
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939
$2K ﹤0.01%
290
940
$2K ﹤0.01%
80
941
$2K ﹤0.01%
360
942
$1K ﹤0.01%
29
943
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500
944
$1K ﹤0.01%
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945
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33
946
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947
$1K ﹤0.01%
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948
$1K ﹤0.01%
529
949
$1K ﹤0.01%
15
950
$1K ﹤0.01%
10
36 37
38
39 40