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
1426
$32K ﹤0.01%
646
1427
$31K ﹤0.01%
1,311
1428
$31K ﹤0.01%
421
-33
1429
$31K ﹤0.01%
+704
1430
$31K ﹤0.01%
383
1431
$31K ﹤0.01%
1,933
1432
$30K ﹤0.01%
322
-30
1433
$30K ﹤0.01%
1,523
1434
$30K ﹤0.01%
1,067
1435
$30K ﹤0.01%
553
1436
$30K ﹤0.01%
532
1437
$30K ﹤0.01%
4,335
-1,731
1438
$30K ﹤0.01%
2,485
1439
$30K ﹤0.01%
518
1440
$29K ﹤0.01%
5,364
1441
$29K ﹤0.01%
294
1442
$29K ﹤0.01%
954
1443
$29K ﹤0.01%
993
1444
$29K ﹤0.01%
200
1445
$29K ﹤0.01%
874
1446
$29K ﹤0.01%
708
1447
$29K ﹤0.01%
397
1448
$29K ﹤0.01%
1,120
1449
$29K ﹤0.01%
931
1450
$29K ﹤0.01%
3,537
56 57
58
59 60