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
1126
$60K ﹤0.01%
1,427
1127
$60K ﹤0.01%
2,000
1128
$59K ﹤0.01%
2,082
1129
$59K ﹤0.01%
2,443
1130
$58K ﹤0.01%
+5,300
1131
$58K ﹤0.01%
920
+71
1132
$58K ﹤0.01%
7,658
1133
$58K ﹤0.01%
1,055
1134
$58K ﹤0.01%
8,177
1135
$57K ﹤0.01%
6,078
1136
$57K ﹤0.01%
1,433
1137
$57K ﹤0.01%
7,953
1138
$57K ﹤0.01%
12,001
1139
$57K ﹤0.01%
1,406
1140
$57K ﹤0.01%
7,222
+529
1141
$57K ﹤0.01%
1,117
1142
$56K ﹤0.01%
2,518
+158
1143
$56K ﹤0.01%
5,325
1144
$56K ﹤0.01%
1,615
1145
$56K ﹤0.01%
3,687
1146
$56K ﹤0.01%
1,260
1147
$56K ﹤0.01%
1,000
1148
$56K ﹤0.01%
1,725
+152
1149
$56K ﹤0.01%
1,411
1150
$56K ﹤0.01%
3,156
44 45
46
47 48