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
1376
$46K ﹤0.01%
1,821
+179
1377
$46K ﹤0.01%
1,701
1378
$46K ﹤0.01%
437
-41
1379
$46K ﹤0.01%
1,552
-292
1380
$46K ﹤0.01%
1,222
1381
$46K ﹤0.01%
1,147
-15
1382
$46K ﹤0.01%
1,520
1383
$46K ﹤0.01%
1,617
-142
1384
$46K ﹤0.01%
1,495
1385
$46K ﹤0.01%
1,000
1386
$46K ﹤0.01%
546
1387
$45K ﹤0.01%
1,340
1388
$45K ﹤0.01%
1,098
1389
$45K ﹤0.01%
421
1390
$45K ﹤0.01%
1,529
1391
$45K ﹤0.01%
3,217
+397
1392
$45K ﹤0.01%
1,199
-126
1393
$44K ﹤0.01%
2,098
1394
$44K ﹤0.01%
1,125
1395
$44K ﹤0.01%
3,480
1396
$44K ﹤0.01%
1,746
-2,360
1397
$44K ﹤0.01%
952
1398
$44K ﹤0.01%
6,548
1399
$44K ﹤0.01%
1,365
1400
$44K ﹤0.01%
2,585
+284
54 55
56
57 58