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
1176
$76K ﹤0.01%
820
1177
$76K ﹤0.01%
2,762
-209
1178
$75K ﹤0.01%
2,133
-232
1179
$75K ﹤0.01%
4,613
-326
1180
$75K ﹤0.01%
1,260
1181
$75K ﹤0.01%
1,077
1182
$75K ﹤0.01%
1,140
-43
1183
$74K ﹤0.01%
4,005
+610
1184
$74K ﹤0.01%
13,105
-701
1185
$73K ﹤0.01%
900
1186
$73K ﹤0.01%
1,843
1187
$73K ﹤0.01%
454
1188
$73K ﹤0.01%
2,423
-88
1189
$72K ﹤0.01%
3,360
1190
$72K ﹤0.01%
1,820
1191
$72K ﹤0.01%
+2,134
1192
$72K ﹤0.01%
2,688
-192
1193
$72K ﹤0.01%
2,667
1194
$72K ﹤0.01%
10,898
1195
$71K ﹤0.01%
1,478
1196
$71K ﹤0.01%
6,428
1197
$71K ﹤0.01%
2,930
1198
$71K ﹤0.01%
1,527
1199
$71K ﹤0.01%
789
-24
1200
$71K ﹤0.01%
1,764
46 47
48
49 50