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
976
$102K 0.01%
1,916
977
$102K 0.01%
3,742
978
$101K 0.01%
1,200
979
$101K 0.01%
6,344
980
$101K 0.01%
5,074
+235
981
$101K 0.01%
6,862
-682
982
$101K 0.01%
1,474
983
$101K 0.01%
549
+32
984
$100K 0.01%
2,764
-1,118
985
$100K 0.01%
4,434
986
$100K 0.01%
3,099
+250
987
$99K 0.01%
1,986
988
$98K 0.01%
3,504
989
$98K 0.01%
10,862
990
$98K 0.01%
2,737
991
$97K 0.01%
2,500
992
$97K 0.01%
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993
$96K 0.01%
2,996
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$96K 0.01%
4,952
995
$95K 0.01%
3,876
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996
$95K 0.01%
1,201
997
$95K 0.01%
10,765
+4,407
998
$95K 0.01%
2,157
+112
999
$94K 0.01%
8,618
1000
$94K 0.01%
4,444
38 39
40
41 42