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
1026
$88K 0.01%
14,549
1027
$87K 0.01%
4,165
1028
$87K 0.01%
2,859
+481
1029
$87K 0.01%
2,230
1030
$86K 0.01%
2,753
-207
1031
$86K 0.01%
3,359
-74
1032
$86K 0.01%
3,340
1033
$85K 0.01%
1,748
1034
$85K 0.01%
73,658
1035
$84K 0.01%
6,986
1036
$84K 0.01%
1,589
+143
1037
$84K 0.01%
2,220
1038
$84K 0.01%
1,798
1039
$83K 0.01%
2,813
+135
1040
$83K 0.01%
9,645
1041
$83K 0.01%
1,651
1042
$83K 0.01%
5,368
1043
$83K 0.01%
1,241
+101
1044
$82K 0.01%
2,107
+90
1045
$82K 0.01%
1,126
+75
1046
$82K 0.01%
4,370
1047
$82K 0.01%
1,918
1048
$82K 0.01%
1,762
1049
$82K 0.01%
1,028
1050
$81K 0.01%
1,694
40 41
42
43 44