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
1451
$28K ﹤0.01%
1,134
-229
1452
$28K ﹤0.01%
1,558
1453
$28K ﹤0.01%
2,461
1454
$28K ﹤0.01%
336
1455
$28K ﹤0.01%
770
1456
$28K ﹤0.01%
822
1457
$28K ﹤0.01%
611
1458
$28K ﹤0.01%
1,808
1459
$28K ﹤0.01%
2,741
1460
$28K ﹤0.01%
1,209
1461
$28K ﹤0.01%
857
1462
$28K ﹤0.01%
+115
1463
$27K ﹤0.01%
1,352
1464
$27K ﹤0.01%
890
1465
$27K ﹤0.01%
630
1466
$27K ﹤0.01%
1,430
1467
$27K ﹤0.01%
+507
1468
$27K ﹤0.01%
1,205
1469
$27K ﹤0.01%
+275
1470
$27K ﹤0.01%
2,149
-205
1471
$27K ﹤0.01%
1,632
1472
$27K ﹤0.01%
2,261
1473
$27K ﹤0.01%
2,633
1474
$27K ﹤0.01%
3,665
1475
$26K ﹤0.01%
500
57 58
59
60 61