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
1326
$47K ﹤0.01%
2,385
1327
$47K ﹤0.01%
2,749
-144
1328
$47K ﹤0.01%
730
-40
1329
$47K ﹤0.01%
1,370
1330
$47K ﹤0.01%
2,640
-179
1331
$46K ﹤0.01%
564
-43
1332
$46K ﹤0.01%
1,498
1333
$46K ﹤0.01%
3,867
1334
$46K ﹤0.01%
1,250
-66
1335
$46K ﹤0.01%
1,860
1336
$45K ﹤0.01%
528
1337
$45K ﹤0.01%
1,788
-306
1338
$45K ﹤0.01%
2,040
1339
$45K ﹤0.01%
849
1340
$44K ﹤0.01%
3,461
1341
$44K ﹤0.01%
1,634
-285
1342
$44K ﹤0.01%
2,088
1343
$44K ﹤0.01%
1,931
-128
1344
$44K ﹤0.01%
1,040
-67
1345
$44K ﹤0.01%
292
1346
$43K ﹤0.01%
1,908
1347
$43K ﹤0.01%
2,225
-372
1348
$43K ﹤0.01%
1,791
-118
1349
$43K ﹤0.01%
1,237
1350
$42K ﹤0.01%
1,551
-89
52 53
54
55 56