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
$1.68B
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,908
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.99M
3
+$1.37M
4
FIS icon
Fidelity National Information Services
FIS
+$1.23M
5
SWK icon
Stanley Black & Decker
SWK
+$1.12M

Top Sells

1
+$2.31M
2
+$1.98M
3
+$1.42M
4
VZ icon
Verizon
VZ
+$1.2M
5
LLY icon
Eli Lilly
LLY
+$1.17M

Sector Composition

1 Financials 17.45%
2 Technology 14.93%
3 Healthcare 12.85%
4 Industrials 11.27%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$50K ﹤0.01%
1,232
-109
1352
$49K ﹤0.01%
1,013
1353
$49K ﹤0.01%
1,074
-111
1354
$49K ﹤0.01%
1,381
1355
$49K ﹤0.01%
2,122
1356
$49K ﹤0.01%
435
-92
1357
$49K ﹤0.01%
2,942
1358
$49K ﹤0.01%
1,234
1359
$48K ﹤0.01%
1,206
+67
1360
$48K ﹤0.01%
1,139
-247
1361
$48K ﹤0.01%
1,006
-227
1362
$48K ﹤0.01%
937
1363
$48K ﹤0.01%
3,578
1364
$47K ﹤0.01%
673
-561
1365
$47K ﹤0.01%
2,164
-221
1366
$47K ﹤0.01%
1,795
-166
1367
$47K ﹤0.01%
553
-57
1368
$47K ﹤0.01%
390
1369
$47K ﹤0.01%
3,293
1370
$47K ﹤0.01%
2,194
1371
$47K ﹤0.01%
1,653
1372
$47K ﹤0.01%
3,223
-290
1373
$47K ﹤0.01%
790
1374
$47K ﹤0.01%
808
1375
$46K ﹤0.01%
310
53 54
55
56 57