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
1351
$42K ﹤0.01%
1,154
1352
$42K ﹤0.01%
1,287
-88
1353
$42K ﹤0.01%
592
1354
$42K ﹤0.01%
1,812
1355
$42K ﹤0.01%
6,233
1356
$42K ﹤0.01%
4,812
-316
1357
$41K ﹤0.01%
1,970
1358
$41K ﹤0.01%
960
1359
$41K ﹤0.01%
884
1360
$41K ﹤0.01%
1,330
1361
$41K ﹤0.01%
430
-25
1362
$41K ﹤0.01%
1,506
1363
$41K ﹤0.01%
+2,000
1364
$40K ﹤0.01%
1,340
-80
1365
$40K ﹤0.01%
2,948
1366
$40K ﹤0.01%
593
1367
$40K ﹤0.01%
525
1368
$40K ﹤0.01%
3,239
1369
$39K ﹤0.01%
1,228
1370
$39K ﹤0.01%
1,323
1371
$39K ﹤0.01%
615
1372
$39K ﹤0.01%
954
1373
$39K ﹤0.01%
1,032
1374
$39K ﹤0.01%
247
1375
$39K ﹤0.01%
582
-39
53 54
55
56 57