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
1201
$71K ﹤0.01%
10,215
-670
1202
$71K ﹤0.01%
1,967
1203
$71K ﹤0.01%
6,230
1204
$70K ﹤0.01%
1,217
1205
$70K ﹤0.01%
1,383
-49
1206
$70K ﹤0.01%
914
-40
1207
$70K ﹤0.01%
2,523
1208
$70K ﹤0.01%
375
1209
$70K ﹤0.01%
3,686
1210
$70K ﹤0.01%
6,415
+114
1211
$69K ﹤0.01%
1,115
1212
$69K ﹤0.01%
1,167
-39
1213
$69K ﹤0.01%
1,433
1214
$69K ﹤0.01%
3,330
1215
$68K ﹤0.01%
730
1216
$68K ﹤0.01%
1,735
1217
$68K ﹤0.01%
2,189
-153
1218
$67K ﹤0.01%
1,680
1219
$67K ﹤0.01%
2,345
-96
1220
$66K ﹤0.01%
1,166
1221
$66K ﹤0.01%
1,793
-85
1222
$66K ﹤0.01%
4,990
1223
$66K ﹤0.01%
550
1224
$66K ﹤0.01%
1,743
-107
1225
$66K ﹤0.01%
1,906
47 48
49
50 51