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
1051
$80K 0.01%
6,361
1052
$80K 0.01%
2,577
1053
$80K 0.01%
3,276
1054
$79K ﹤0.01%
11,283
1055
$79K ﹤0.01%
232
1056
$78K ﹤0.01%
2,401
1057
$78K ﹤0.01%
5,227
1058
$77K ﹤0.01%
3,031
+211
1059
$76K ﹤0.01%
3,977
1060
$75K ﹤0.01%
3,489
1061
$75K ﹤0.01%
4,778
-3,748
1062
$75K ﹤0.01%
900
1063
$75K ﹤0.01%
6,346
1064
$75K ﹤0.01%
1,437
+117
1065
$75K ﹤0.01%
4,892
+218
1066
$74K ﹤0.01%
4,520
1067
$74K ﹤0.01%
1,190
+75
1068
$74K ﹤0.01%
1,646
+108
1069
$74K ﹤0.01%
2,021
+130
1070
$74K ﹤0.01%
8,255
1071
$73K ﹤0.01%
14,345
1072
$73K ﹤0.01%
3,176
1073
$73K ﹤0.01%
2,858
1074
$72K ﹤0.01%
3,845
+395
1075
$72K ﹤0.01%
1,068
+70
41 42
43
44 45