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
951
$1K ﹤0.01%
60
-985
952
$1K ﹤0.01%
50
953
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96
954
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100
955
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29
956
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500
957
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958
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959
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60
960
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10
961
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962
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210
963
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964
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965
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20
966
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50
967
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49
968
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185
969
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970
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360
971
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51
972
$1K ﹤0.01%
100
973
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50
974
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90
975
$1K ﹤0.01%
+16
37 38
39
40 41