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
$532M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$8.31M
2 +$964K
3 +$644K
4
MCD icon
McDonald's
MCD
+$639K
5
AMZN icon
Amazon
AMZN
+$533K

Top Sells

1 +$6.74M
2 +$6.3M
3 +$2.04M
4
AAPL icon
Apple
AAPL
+$1.48M
5
NEE icon
NextEra Energy
NEE
+$1.15M

Sector Composition

1 Technology 26.29%
2 Financials 14.67%
3 Industrials 9.71%
4 Healthcare 8.15%
5 Communication Services 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$23.9K ﹤0.01%
+10,000
127
-1,258
128
-6,550