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
926
$120K 0.01%
7,732
927
$120K 0.01%
697
928
$120K 0.01%
6,336
+210
929
$120K 0.01%
10,272
930
$119K 0.01%
2,478
+210
931
$119K 0.01%
2,020
932
$119K 0.01%
5,031
+204
933
$119K 0.01%
14,052
-2,294
934
$118K 0.01%
1,489
+11
935
$118K 0.01%
5,662
+209
936
$117K 0.01%
2,836
+84
937
$117K 0.01%
2,270
+75
938
$116K 0.01%
3,238
939
$115K 0.01%
4,643
+164
940
$114K 0.01%
4,139
941
$114K 0.01%
2,974
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942
$113K 0.01%
4,973
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943
$112K 0.01%
1,206
944
$112K 0.01%
12,573
+525
945
$112K 0.01%
2,134
946
$112K 0.01%
2,925
-45
947
$112K 0.01%
900
948
$111K 0.01%
2,986
949
$111K 0.01%
9,304
950
$111K 0.01%
13,802
+332
36 37
38
39 40