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
1351
$24K ﹤0.01%
644
1352
$24K ﹤0.01%
700
1353
$24K ﹤0.01%
2,948
1354
$24K ﹤0.01%
931
1355
$24K ﹤0.01%
396
1356
$24K ﹤0.01%
750
1357
$24K ﹤0.01%
1,123
1358
$24K ﹤0.01%
5,983
-250
1359
$24K ﹤0.01%
1,364
1360
$24K ﹤0.01%
+1,910
1361
$24K ﹤0.01%
1,120
1362
$23K ﹤0.01%
325
1363
$23K ﹤0.01%
546
1364
$23K ﹤0.01%
950
1365
$23K ﹤0.01%
859
1366
$23K ﹤0.01%
525
1367
$23K ﹤0.01%
1,571
1368
$23K ﹤0.01%
708
1369
$23K ﹤0.01%
397
1370
$23K ﹤0.01%
1,647
1371
$23K ﹤0.01%
252
1372
$23K ﹤0.01%
2,525
1373
$22K ﹤0.01%
2,080
1374
$22K ﹤0.01%
1,142
1375
$22K ﹤0.01%
2,800
53 54
55
56 57