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
1226
$40K ﹤0.01%
884
1227
$40K ﹤0.01%
1,931
1228
$40K ﹤0.01%
1,304
1229
$40K ﹤0.01%
1,040
1230
$39K ﹤0.01%
1,600
1231
$39K ﹤0.01%
4,005
1232
$39K ﹤0.01%
2,713
+1,403
1233
$39K ﹤0.01%
1,812
1234
$38K ﹤0.01%
1,400
1235
$38K ﹤0.01%
2,472
1236
$38K ﹤0.01%
+6,024
1237
$38K ﹤0.01%
1,800
1238
$38K ﹤0.01%
1,272
1239
$37K ﹤0.01%
984
1240
$37K ﹤0.01%
564
1241
$37K ﹤0.01%
1,805
1242
$37K ﹤0.01%
1,423
1243
$37K ﹤0.01%
3,284
1244
$37K ﹤0.01%
5,503
-3,688
1245
$37K ﹤0.01%
31,106
1246
$36K ﹤0.01%
587
1247
$36K ﹤0.01%
6,428
1248
$36K ﹤0.01%
1,227
1249
$36K ﹤0.01%
200
-333
1250
$36K ﹤0.01%
593
48 49
50
51 52