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
$1.65B
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,738
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.21M
3
+$1.17M
4
WBA
Walgreens Boots Alliance
WBA
+$1.11M
5
ATO icon
Atmos Energy
ATO
+$1.1M

Top Sells

1
+$16.7M
2
+$2.15M
3
+$1.42M
4
MSI icon
Motorola Solutions
MSI
+$1.05M
5
GRMN icon
Garmin
GRMN
+$1.04M

Sector Composition

1 Financials 16.69%
2 Technology 15.35%
3 Healthcare 12.04%
4 Industrials 9.94%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$82K 0.01%
1,610
1152
$82K 0.01%
6,167
-368
1153
$82K 0.01%
7,071
-684
1154
$82K 0.01%
2,389
1155
$81K ﹤0.01%
1,304
1156
$81K ﹤0.01%
3,255
-250
1157
$81K ﹤0.01%
3,520
1158
$80K ﹤0.01%
2,674
1159
$80K ﹤0.01%
1,058
-37
1160
$80K ﹤0.01%
+622
1161
$80K ﹤0.01%
+674
1162
$79K ﹤0.01%
2,193
1163
$79K ﹤0.01%
3,651
1164
$79K ﹤0.01%
1,411
1165
$79K ﹤0.01%
2,177
1166
$78K ﹤0.01%
3,381
-248
1167
$78K ﹤0.01%
3,679
1168
$78K ﹤0.01%
14,104
1169
$78K ﹤0.01%
3,123
1170
$77K ﹤0.01%
5,238
-546
1171
$77K ﹤0.01%
2,489
1172
$77K ﹤0.01%
1,162
-73
1173
$76K ﹤0.01%
1,017
1174
$76K ﹤0.01%
+1,523
1175
$76K ﹤0.01%
8,189
45 46
47
48 49