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
1401
$20K ﹤0.01%
1,333
1402
$20K ﹤0.01%
1,347
1403
$19K ﹤0.01%
1,360
1404
$19K ﹤0.01%
808
1405
$19K ﹤0.01%
624
+232
1406
$19K ﹤0.01%
+3,650
1407
$19K ﹤0.01%
878
1408
$19K ﹤0.01%
994
1409
$19K ﹤0.01%
501
1410
$19K ﹤0.01%
2,734
1411
$19K ﹤0.01%
2,465
1412
$19K ﹤0.01%
450
1413
$19K ﹤0.01%
3,550
1414
$19K ﹤0.01%
1,442
1415
$18K ﹤0.01%
298
1416
$18K ﹤0.01%
200
1417
$18K ﹤0.01%
200
1418
$18K ﹤0.01%
71
-34
1419
$18K ﹤0.01%
1,000
1420
$18K ﹤0.01%
1,323
1421
$18K ﹤0.01%
1,138
1422
$18K ﹤0.01%
318
1423
$18K ﹤0.01%
3,076
1424
$18K ﹤0.01%
615
1425
$18K ﹤0.01%
1,311
55 56
57
58 59