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
1251
$36K ﹤0.01%
3,507
+479
1252
$36K ﹤0.01%
2,243
1253
$36K ﹤0.01%
938
-1,575
1254
$36K ﹤0.01%
247
1255
$36K ﹤0.01%
655
+91
1256
$36K ﹤0.01%
875
1257
$35K ﹤0.01%
2,800
-1,153
1258
$35K ﹤0.01%
428
1259
$34K ﹤0.01%
1,239
1260
$34K ﹤0.01%
1,551
1261
$34K ﹤0.01%
539
+56
1262
$34K ﹤0.01%
465
1263
$34K ﹤0.01%
6,052
1264
$34K ﹤0.01%
1,141
+29
1265
$34K ﹤0.01%
820
1266
$34K ﹤0.01%
1,440
1267
$34K ﹤0.01%
779
1268
$33K ﹤0.01%
1,067
1269
$33K ﹤0.01%
430
1270
$33K ﹤0.01%
1,902
1271
$33K ﹤0.01%
2,741
1272
$33K ﹤0.01%
1,206
1273
$32K ﹤0.01%
485
1274
$32K ﹤0.01%
5,732
1275
$32K ﹤0.01%
3,482
49 50
51
52 53