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
1476
$33K ﹤0.01%
690
1477
$33K ﹤0.01%
+404
1478
$33K ﹤0.01%
727
1479
$33K ﹤0.01%
599
1480
$33K ﹤0.01%
375
1481
$33K ﹤0.01%
+1,375
1482
$33K ﹤0.01%
3,405
1483
$32K ﹤0.01%
364
+79
1484
$32K ﹤0.01%
953
+142
1485
$32K ﹤0.01%
886
1486
$32K ﹤0.01%
701
1487
$32K ﹤0.01%
475
1488
$32K ﹤0.01%
842
1489
$32K ﹤0.01%
368
1490
$32K ﹤0.01%
127
1491
$32K ﹤0.01%
1,449
-1
1492
$32K ﹤0.01%
790
-252
1493
$31K ﹤0.01%
909
1494
$31K ﹤0.01%
2,431
1495
$31K ﹤0.01%
1,480
-292
1496
$31K ﹤0.01%
2,500
1497
$31K ﹤0.01%
588
1498
$30K ﹤0.01%
639
1499
$30K ﹤0.01%
1,390
1500
$30K ﹤0.01%
600
58 59
60
61 62