LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$684M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$4.49M
2 +$1.65M
3 +$897K
4
FI icon
Fiserv
FI
+$559K
5
CSCO icon
Cisco
CSCO
+$538K

Top Sells

1 +$3.54M
2 +$1.21M
3 +$893K
4
AMGN icon
Amgen
AMGN
+$796K
5
EG icon
Everest Group
EG
+$784K

Sector Composition

1 Technology 29.52%
2 Financials 15.41%
3 Industrials 10.08%
4 Communication Services 9.73%
5 Consumer Discretionary 6.59%