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
1201
$45K ﹤0.01%
1,213
1202
$45K ﹤0.01%
4,213
-2,808
1203
$45K ﹤0.01%
+1,121
1204
$44K ﹤0.01%
3,288
1205
$44K ﹤0.01%
3,612
1206
$44K ﹤0.01%
2,205
1207
$44K ﹤0.01%
1,581
1208
$44K ﹤0.01%
908
+94
1209
$43K ﹤0.01%
1,827
1210
$43K ﹤0.01%
675
+175
1211
$43K ﹤0.01%
1,132
1212
$43K ﹤0.01%
2,543
1213
$43K ﹤0.01%
717
1214
$43K ﹤0.01%
2,205
1215
$43K ﹤0.01%
1,810
1216
$43K ﹤0.01%
3,184
1217
$42K ﹤0.01%
1,864
1218
$42K ﹤0.01%
1,767
1219
$42K ﹤0.01%
3,577
-2,750
1220
$42K ﹤0.01%
553
1221
$41K ﹤0.01%
+2,295
1222
$41K ﹤0.01%
2,930
1223
$41K ﹤0.01%
1,498
1224
$41K ﹤0.01%
15,970
1225
$41K ﹤0.01%
+2,919
47 48
49
50 51