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
1426
$40K ﹤0.01%
1,920
+420
1427
$40K ﹤0.01%
1,018
+108
1428
$40K ﹤0.01%
2,559
1429
$40K ﹤0.01%
1,571
+171
1430
$40K ﹤0.01%
902
1431
$40K ﹤0.01%
1,272
1432
$40K ﹤0.01%
525
1433
$39K ﹤0.01%
546
1434
$39K ﹤0.01%
1,800
1435
$39K ﹤0.01%
459
+86
1436
$39K ﹤0.01%
414
+29
1437
$38K ﹤0.01%
352
1438
$38K ﹤0.01%
+285
1439
$38K ﹤0.01%
604
+67
1440
$38K ﹤0.01%
1,014
1441
$38K ﹤0.01%
1,840
1442
$38K ﹤0.01%
1,775
1443
$38K ﹤0.01%
859
1444
$38K ﹤0.01%
4,242
1445
$37K ﹤0.01%
2,880
1446
$37K ﹤0.01%
1,450
1447
$37K ﹤0.01%
5,032
-1,113
1448
$37K ﹤0.01%
403
1449
$37K ﹤0.01%
1,932
1450
$37K ﹤0.01%
1,780
56 57
58
59 60