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
1376
$39K ﹤0.01%
2,491
1377
$39K ﹤0.01%
2,318
1378
$38K ﹤0.01%
634
1379
$38K ﹤0.01%
3,187
1380
$38K ﹤0.01%
649
1381
$38K ﹤0.01%
875
1382
$37K ﹤0.01%
587
1383
$37K ﹤0.01%
438
1384
$37K ﹤0.01%
809
1385
$37K ﹤0.01%
892
1386
$37K ﹤0.01%
2,440
+185
1387
$37K ﹤0.01%
4,317
1388
$37K ﹤0.01%
750
1389
$37K ﹤0.01%
2,447
1390
$37K ﹤0.01%
1,310
1391
$37K ﹤0.01%
2,590
1392
$37K ﹤0.01%
1,423
1393
$37K ﹤0.01%
1,329
1394
$37K ﹤0.01%
1,281
1395
$36K ﹤0.01%
969
1396
$36K ﹤0.01%
2,334
1397
$36K ﹤0.01%
1,767
1398
$36K ﹤0.01%
321
1399
$36K ﹤0.01%
8,641
1400
$35K ﹤0.01%
808
-84
54 55
56
57 58