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
1451
$15K ﹤0.01%
1,341
1452
$15K ﹤0.01%
1,466
1453
$15K ﹤0.01%
518
1454
$15K ﹤0.01%
322
1455
$15K ﹤0.01%
100
1456
$15K ﹤0.01%
2,973
1457
$15K ﹤0.01%
1,592
1458
$15K ﹤0.01%
655
1459
$15K ﹤0.01%
+90
1460
$15K ﹤0.01%
1,028
1461
$15K ﹤0.01%
5,657
1462
$15K ﹤0.01%
1,664
1463
$15K ﹤0.01%
1,808
1464
$15K ﹤0.01%
+660
1465
$15K ﹤0.01%
1,296
1466
$15K ﹤0.01%
794
1467
$15K ﹤0.01%
924
1468
$15K ﹤0.01%
2,661
1469
$15K ﹤0.01%
515
1470
$14K ﹤0.01%
483
-1,012
1471
$14K ﹤0.01%
1,331
1472
$14K ﹤0.01%
1,260
1473
$14K ﹤0.01%
1,228
1474
$14K ﹤0.01%
655
1475
$14K ﹤0.01%
72
-28
57 58
59
60 61