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
1501
$12K ﹤0.01%
+865
1502
$12K ﹤0.01%
13
-33
1503
$12K ﹤0.01%
760
1504
$12K ﹤0.01%
3,401
1505
$12K ﹤0.01%
866
1506
$12K ﹤0.01%
3,475
1507
$11K ﹤0.01%
910
1508
$11K ﹤0.01%
817
1509
$11K ﹤0.01%
1,352
1510
$11K ﹤0.01%
376
1511
$11K ﹤0.01%
1,474
1512
$11K ﹤0.01%
517
1513
$11K ﹤0.01%
514
1514
$11K ﹤0.01%
685
1515
$11K ﹤0.01%
2,120
1516
$11K ﹤0.01%
718
1517
$11K ﹤0.01%
3,046
1518
$11K ﹤0.01%
582
1519
$11K ﹤0.01%
3,000
1520
$11K ﹤0.01%
447
1521
$11K ﹤0.01%
926
1522
$10K ﹤0.01%
325
1523
$10K ﹤0.01%
861
1524
$10K ﹤0.01%
480
1525
$10K ﹤0.01%
819
59 60
61
62 63