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
1101
$66K ﹤0.01%
9,371
-959
1102
$65K ﹤0.01%
970
+62
1103
$65K ﹤0.01%
1,582
1104
$65K ﹤0.01%
1,451
1105
$65K ﹤0.01%
2,471
1106
$65K ﹤0.01%
1,941
1107
$65K ﹤0.01%
1,422
1108
$64K ﹤0.01%
5,497
1109
$64K ﹤0.01%
500
+46
1110
$64K ﹤0.01%
2,566
+143
1111
$64K ﹤0.01%
2,509
1112
$64K ﹤0.01%
6,711
1113
$63K ﹤0.01%
970
+6
1114
$63K ﹤0.01%
8,695
1115
$63K ﹤0.01%
2,989
1116
$62K ﹤0.01%
11,242
1117
$62K ﹤0.01%
3,203
-5,404
1118
$62K ﹤0.01%
636
+51
1119
$62K ﹤0.01%
3,301
1120
$61K ﹤0.01%
1,578
1121
$61K ﹤0.01%
5,292
1122
$61K ﹤0.01%
2,595
1123
$61K ﹤0.01%
899
1124
$61K ﹤0.01%
26,244
1125
$61K ﹤0.01%
2,580
43 44
45
46 47