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
1326
$26K ﹤0.01%
1,349
1327
$26K ﹤0.01%
3,561
1328
$26K ﹤0.01%
1,232
-326
1329
$26K ﹤0.01%
1,791
1330
$26K ﹤0.01%
874
1331
$26K ﹤0.01%
619
+84
1332
$26K ﹤0.01%
1,190
1333
$26K ﹤0.01%
1,632
1334
$26K ﹤0.01%
1,814
1335
$25K ﹤0.01%
903
1336
$25K ﹤0.01%
2,045
1337
$25K ﹤0.01%
1,108
1338
$25K ﹤0.01%
3,864
1339
$25K ﹤0.01%
1,440
+107
1340
$25K ﹤0.01%
882
1341
$25K ﹤0.01%
421
1342
$25K ﹤0.01%
611
1343
$25K ﹤0.01%
1,035
1344
$25K ﹤0.01%
383
1345
$25K ﹤0.01%
155
1346
$25K ﹤0.01%
1,343
+141
1347
$25K ﹤0.01%
498
1348
$25K ﹤0.01%
857
1349
$24K ﹤0.01%
1,134
1350
$24K ﹤0.01%
2,334
52 53
54
55 56