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
1451
$37K ﹤0.01%
1,069
1452
$37K ﹤0.01%
1,624
1453
$36K ﹤0.01%
440
1454
$36K ﹤0.01%
815
1455
$36K ﹤0.01%
2,108
-302
1456
$36K ﹤0.01%
692
1457
$36K ﹤0.01%
756
1458
$36K ﹤0.01%
1,588
1459
$36K ﹤0.01%
292
1460
$36K ﹤0.01%
960
1461
$36K ﹤0.01%
1,237
1462
$35K ﹤0.01%
2,456
1463
$35K ﹤0.01%
540
1464
$35K ﹤0.01%
750
1465
$35K ﹤0.01%
761
1466
$35K ﹤0.01%
1,628
1467
$35K ﹤0.01%
1,110
1468
$35K ﹤0.01%
+1,665
1469
$34K ﹤0.01%
1,860
1470
$34K ﹤0.01%
+2,175
1471
$34K ﹤0.01%
444
1472
$34K ﹤0.01%
321
1473
$34K ﹤0.01%
684
1474
$34K ﹤0.01%
1,805
1475
$33K ﹤0.01%
750
57 58
59
60 61