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
951
$1K ﹤0.01%
60
952
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953
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20
954
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6
955
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20
956
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50
957
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958
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180
959
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92
960
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360
961
$1K ﹤0.01%
51
962
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100
963
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964
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90
965
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+16
966
$1K ﹤0.01%
360
967
$1K ﹤0.01%
80
968
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18
969
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79
970
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53
971
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100
972
$1K ﹤0.01%
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973
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30
974
$1K ﹤0.01%
60
-985
975
$1K ﹤0.01%
50
37 38
39
40 41