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
1276
$55K ﹤0.01%
1,578
1277
$55K ﹤0.01%
1,170
-69
1278
$55K ﹤0.01%
1,000
1279
$55K ﹤0.01%
1,232
-91
1280
$54K ﹤0.01%
1,154
1281
$54K ﹤0.01%
1,427
1282
$54K ﹤0.01%
585
1283
$54K ﹤0.01%
4,395
1284
$54K ﹤0.01%
1,060
1285
$53K ﹤0.01%
2,050
1286
$53K ﹤0.01%
3,028
1287
$53K ﹤0.01%
906
-74
1288
$53K ﹤0.01%
1,178
-87
1289
$53K ﹤0.01%
3,786
1290
$52K ﹤0.01%
2,016
1291
$52K ﹤0.01%
1,141
1292
$52K ﹤0.01%
428
1293
$52K ﹤0.01%
2,738
-126
1294
$52K ﹤0.01%
820
-49
1295
$52K ﹤0.01%
814
1296
$52K ﹤0.01%
1,152
-54
1297
$51K ﹤0.01%
602
1298
$51K ﹤0.01%
697
1299
$51K ﹤0.01%
849
1300
$51K ﹤0.01%
867
50 51
52
53 54