LIA

LS Investment Advisors Portfolio holdings

AUM $668M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
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
+$5.38M
2
+$4.83M
3
+$2.85M
4
PFE icon
Pfizer
PFE
+$2.51M
5
IBM icon
IBM
IBM
+$1.95M

Top Sells

1
+$21.8M
2
+$11.1M
3
+$5.07M
4
GILD icon
Gilead Sciences
GILD
+$3.56M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.12M

Sector Composition

1 Technology 18.35%
2 Healthcare 13.59%
3 Financials 12.85%
4 Industrials 10.09%
5 Consumer Discretionary 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$49K ﹤0.01%
1,275
1177
$49K ﹤0.01%
1,800
1178
$49K ﹤0.01%
853
+72
1179
$49K ﹤0.01%
+570
1180
$49K ﹤0.01%
4,780
1181
$49K ﹤0.01%
5,477
1182
$49K ﹤0.01%
840
+58
1183
$48K ﹤0.01%
2,627
1184
$48K ﹤0.01%
1,578
1185
$47K ﹤0.01%
602
1186
$47K ﹤0.01%
965
1187
$47K ﹤0.01%
1,379
1188
$47K ﹤0.01%
2,153
+613
1189
$47K ﹤0.01%
2,766
1190
$47K ﹤0.01%
1,430
1191
$47K ﹤0.01%
2,345
1192
$47K ﹤0.01%
1,906
1193
$47K ﹤0.01%
+6,360
1194
$47K ﹤0.01%
1,253
+112
1195
$46K ﹤0.01%
1,690
+167
1196
$46K ﹤0.01%
1,346
1197
$46K ﹤0.01%
1,928
1198
$46K ﹤0.01%
1,093
-188
1199
$45K ﹤0.01%
1,106
1200
$45K ﹤0.01%
1,213
46 47
48
49 50