LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
126
$3.02M 0.19%
23,755
+1,327
127
$2.99M 0.19%
77,076
+310
128
$2.98M 0.19%
15,895
+149
129
$2.96M 0.18%
20,690
-518
130
$2.85M 0.18%
25,621
+11,927
131
$2.84M 0.18%
44,293
-6,585
132
$2.8M 0.17%
20,858
+5,950
133
$2.72M 0.17%
14,480
+1,088
134
$2.64M 0.16%
14,413
+3,510
135
$2.64M 0.16%
37,680
+8,116
136
$2.62M 0.16%
32,855
-2,284
137
$2.62M 0.16%
32,747
-3,907
138
$2.61M 0.16%
66,462
+35,241
139
$2.6M 0.16%
18,959
+5,906
140
$2.52M 0.16%
9,575
-151
141
$2.51M 0.16%
4,916
+12
142
$2.44M 0.15%
46,583
+19,277
143
$2.44M 0.15%
6,282
-2,600
144
$2.4M 0.15%
76,040
+1,480
145
$2.35M 0.15%
22,030
-893
146
$2.35M 0.15%
12,333
+4,893
147
$2.34M 0.15%
34,730
-37,655
148
$2.21M 0.14%
20,837
+1,184
149
$2.15M 0.13%
63,653
+27,186
150
$2.09M 0.13%
22,951
-1,800
4 5
6
7 8