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
1301
$29K ﹤0.01%
133
+18
1302
$29K ﹤0.01%
370
1303
$29K ﹤0.01%
1,758
1304
$29K ﹤0.01%
2,523
1305
$29K ﹤0.01%
822
1306
$29K ﹤0.01%
+480
1307
$29K ﹤0.01%
398
1308
$29K ﹤0.01%
542
1309
$29K ﹤0.01%
1,157
+157
1310
$28K ﹤0.01%
809
1311
$28K ﹤0.01%
954
1312
$28K ﹤0.01%
2,461
1313
$28K ﹤0.01%
2,447
1314
$28K ﹤0.01%
1,511
1315
$27K ﹤0.01%
880
1316
$27K ﹤0.01%
3,124
-2,353
1317
$27K ﹤0.01%
503
1318
$27K ﹤0.01%
1,102
1319
$27K ﹤0.01%
2,587
+855
1320
$27K ﹤0.01%
974
1321
$27K ﹤0.01%
1,171
+139
1322
$27K ﹤0.01%
4,335
1323
$27K ﹤0.01%
1,107
1324
$26K ﹤0.01%
3,461
1325
$26K ﹤0.01%
1,279
-984
51 52
53
54 55