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
1376
$22K ﹤0.01%
630
1377
$22K ﹤0.01%
619
1378
$22K ﹤0.01%
1,983
1379
$22K ﹤0.01%
3,095
1380
$22K ﹤0.01%
500
1381
$22K ﹤0.01%
104
1382
$22K ﹤0.01%
636
1383
$22K ﹤0.01%
1,513
-894
1384
$22K ﹤0.01%
1,038
1385
$21K ﹤0.01%
777
1386
$21K ﹤0.01%
1,234
1387
$21K ﹤0.01%
1,875
1388
$21K ﹤0.01%
603
1389
$21K ﹤0.01%
700
1390
$21K ﹤0.01%
6,031
-4,449
1391
$21K ﹤0.01%
1,506
1392
$21K ﹤0.01%
2,923
1393
$20K ﹤0.01%
969
1394
$20K ﹤0.01%
995
1395
$20K ﹤0.01%
890
1396
$20K ﹤0.01%
993
1397
$20K ﹤0.01%
814
1398
$20K ﹤0.01%
638
1399
$20K ﹤0.01%
532
1400
$20K ﹤0.01%
1,750
54 55
56
57 58