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
1476
$14K ﹤0.01%
310
1477
$14K ﹤0.01%
873
1478
$14K ﹤0.01%
300
1479
$14K ﹤0.01%
384
1480
$14K ﹤0.01%
870
1481
$14K ﹤0.01%
996
1482
$14K ﹤0.01%
550
1483
$14K ﹤0.01%
965
1484
$14K ﹤0.01%
646
1485
$13K ﹤0.01%
916
1486
$13K ﹤0.01%
817
1487
$13K ﹤0.01%
2,324
-3
1488
$13K ﹤0.01%
366
1489
$13K ﹤0.01%
152
1490
$13K ﹤0.01%
65
+44
1491
$13K ﹤0.01%
1,086
1492
$13K ﹤0.01%
+725
1493
$13K ﹤0.01%
56
-69
1494
$13K ﹤0.01%
1,922
1495
$13K ﹤0.01%
597
1496
$13K ﹤0.01%
972
1497
$12K ﹤0.01%
701
1498
$12K ﹤0.01%
1,785
1499
$12K ﹤0.01%
1,142
1500
$12K ﹤0.01%
569
58 59
60
61 62