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
1251
$60K ﹤0.01%
858
1252
$60K ﹤0.01%
965
+565
1253
$60K ﹤0.01%
6,924
1254
$60K ﹤0.01%
1,615
-114
1255
$59K ﹤0.01%
5,732
-578
1256
$59K ﹤0.01%
1,647
-89
1257
$58K ﹤0.01%
1,733
-103
1258
$58K ﹤0.01%
5,192
1259
$58K ﹤0.01%
2,000
1260
$58K ﹤0.01%
1,233
1261
$58K ﹤0.01%
1,148
-69
1262
$57K ﹤0.01%
+2,051
1263
$57K ﹤0.01%
2,009
1264
$57K ﹤0.01%
1,571
1265
$57K ﹤0.01%
6,693
1266
$57K ﹤0.01%
773
-48
1267
$56K ﹤0.01%
+2,950
1268
$56K ﹤0.01%
1,106
1269
$56K ﹤0.01%
1,122
1270
$56K ﹤0.01%
494
-26
1271
$56K ﹤0.01%
1,279
-79
1272
$56K ﹤0.01%
3,284
-169
1273
$56K ﹤0.01%
3,414
1274
$56K ﹤0.01%
1,245
1275
$55K ﹤0.01%
1,033
49 50
51
52 53