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
1151
$55K ﹤0.01%
3,223
+227
1152
$55K ﹤0.01%
1,214
+108
1153
$54K ﹤0.01%
2,003
1154
$54K ﹤0.01%
550
1155
$53K ﹤0.01%
665
1156
$53K ﹤0.01%
2,188
+218
1157
$53K ﹤0.01%
3,125
1158
$53K ﹤0.01%
3,496
+309
1159
$53K ﹤0.01%
727
1160
$52K ﹤0.01%
1,376
1161
$52K ﹤0.01%
2,192
1162
$52K ﹤0.01%
2,136
+177
1163
$52K ﹤0.01%
1,810
+141
1164
$52K ﹤0.01%
932
+74
1165
$52K ﹤0.01%
28,394
1166
$51K ﹤0.01%
2,152
+306
1167
$51K ﹤0.01%
1,329
1168
$50K ﹤0.01%
2,129
-237
1169
$50K ﹤0.01%
2,892
+263
1170
$50K ﹤0.01%
1,021
1171
$50K ﹤0.01%
1,039
+85
1172
$50K ﹤0.01%
1,000
1173
$50K ﹤0.01%
5,374
1174
$50K ﹤0.01%
1,325
1175
$50K ﹤0.01%
3,378
45 46
47
48 49