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
1076
$72K ﹤0.01%
1,493
+75
1077
$72K ﹤0.01%
388
1078
$72K ﹤0.01%
8,026
1079
$72K ﹤0.01%
3,102
+112
1080
$71K ﹤0.01%
1,520
-5,900
1081
$71K ﹤0.01%
1,610
1082
$71K ﹤0.01%
2,872
+205
1083
$70K ﹤0.01%
1,469
+86
1084
$70K ﹤0.01%
16,137
1085
$70K ﹤0.01%
1,435
1086
$70K ﹤0.01%
20,045
1087
$70K ﹤0.01%
5,063
+338
1088
$70K ﹤0.01%
5,888
1089
$70K ﹤0.01%
2,819
+169
1090
$69K ﹤0.01%
3,838
1091
$69K ﹤0.01%
819
-80
1092
$69K ﹤0.01%
805
+46
1093
$69K ﹤0.01%
1,400
+95
1094
$69K ﹤0.01%
6,870
+640
1095
$68K ﹤0.01%
2,231
1096
$67K ﹤0.01%
6,538
1097
$67K ﹤0.01%
2,047
1098
$67K ﹤0.01%
4,711
1099
$66K ﹤0.01%
2,905
1100
$66K ﹤0.01%
9,600
-42,091
42 43
44
45 46