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
1001
$94K 0.01%
2,435
+108
1002
$94K 0.01%
1,715
-716
1003
$93K 0.01%
851
1004
$93K 0.01%
9,548
+5,386
1005
$93K 0.01%
7,615
1006
$93K 0.01%
2,978
+187
1007
$93K 0.01%
8,115
1008
$92K 0.01%
1,616
1009
$92K 0.01%
5,925
-4,851
1010
$92K 0.01%
972
+65
1011
$91K 0.01%
5,694
+207
1012
$91K 0.01%
1,228
-89
1013
$91K 0.01%
807
+54
1014
$91K 0.01%
9,391
+3,765
1015
$91K 0.01%
2,789
1016
$91K 0.01%
4,330
+191
1017
$90K 0.01%
8,503
1018
$90K 0.01%
2,436
+108
1019
$89K 0.01%
1,561
+97
1020
$89K 0.01%
+2,447
1021
$89K 0.01%
6,478
1022
$89K 0.01%
1,944
+145
1023
$89K 0.01%
448
+43
1024
$88K 0.01%
1,124
+66
1025
$88K 0.01%
6,424
39 40
41
42 43