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
$1.68B
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,908
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.99M
3
+$1.37M
4
FIS icon
Fidelity National Information Services
FIS
+$1.23M
5
SWK icon
Stanley Black & Decker
SWK
+$1.12M

Top Sells

1
+$2.31M
2
+$1.98M
3
+$1.42M
4
VZ icon
Verizon
VZ
+$1.2M
5
LLY icon
Eli Lilly
LLY
+$1.17M

Sector Composition

1 Financials 17.45%
2 Technology 14.93%
3 Healthcare 12.85%
4 Industrials 11.27%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$92K 0.01%
2,541
-334
1177
$92K 0.01%
3,300
1178
$91K 0.01%
6,748
+1,039
1179
$90K 0.01%
1,625
-189
1180
$90K 0.01%
2,390
1181
$90K 0.01%
1,677
1182
$90K 0.01%
4,952
+1,337
1183
$90K 0.01%
1,287
+255
1184
$89K 0.01%
1,049
+52
1185
$88K 0.01%
1,019
+168
1186
$88K 0.01%
658
-77
1187
$88K 0.01%
2,109
+101
1188
$88K 0.01%
1,610
1189
$88K 0.01%
1,406
-107
1190
$87K 0.01%
2,991
-240
1191
$86K 0.01%
2,969
+117
1192
$85K 0.01%
2,188
-277
1193
$85K 0.01%
3,682
+618
1194
$85K 0.01%
10,898
1195
$85K 0.01%
18,472
1196
$84K 0.01%
2,709
+121
1197
$84K 0.01%
4,974
1198
$84K 0.01%
35,895
+787
1199
$83K ﹤0.01%
4,514
-602
1200
$83K ﹤0.01%
4,890
+956
46 47
48
49 50