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
1426
$18K ﹤0.01%
2,855
1427
$18K ﹤0.01%
920
1428
$18K ﹤0.01%
759
1429
$18K ﹤0.01%
1,205
1430
$18K ﹤0.01%
568
1431
$18K ﹤0.01%
1,628
1432
$18K ﹤0.01%
823
1433
$17K ﹤0.01%
463
1434
$17K ﹤0.01%
641
1435
$17K ﹤0.01%
1,263
+318
1436
$17K ﹤0.01%
700
1437
$17K ﹤0.01%
624
1438
$17K ﹤0.01%
982
1439
$17K ﹤0.01%
1,620
1440
$17K ﹤0.01%
1,530
1441
$17K ﹤0.01%
2,485
1442
$16K ﹤0.01%
487
1443
$16K ﹤0.01%
1,372
1444
$16K ﹤0.01%
2,076
1445
$16K ﹤0.01%
521
1446
$16K ﹤0.01%
1,594
1447
$16K ﹤0.01%
1,502
1448
$16K ﹤0.01%
2,261
1449
$16K ﹤0.01%
1,399
1450
$16K ﹤0.01%
931
56 57
58
59 60