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 14.96%
3 Healthcare 12.85%
4 Industrials 11.24%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$27K ﹤0.01%
498
1527
$27K ﹤0.01%
742
1528
$27K ﹤0.01%
1,740
1529
$27K ﹤0.01%
1,889
1530
$26K ﹤0.01%
580
1531
$26K ﹤0.01%
2,657
1532
$26K ﹤0.01%
1,276
1533
$26K ﹤0.01%
1,054
1534
$26K ﹤0.01%
456
+12
1535
$26K ﹤0.01%
1,070
1536
$26K ﹤0.01%
1,807
1537
$26K ﹤0.01%
1,164
1538
$26K ﹤0.01%
167
1539
$26K ﹤0.01%
577
1540
$26K ﹤0.01%
486
1541
$25K ﹤0.01%
1,052
1542
$25K ﹤0.01%
746
+60
1543
$25K ﹤0.01%
765
1544
$25K ﹤0.01%
2,377
1545
$25K ﹤0.01%
3,270
1546
$25K ﹤0.01%
214
1547
$25K ﹤0.01%
1,198
1548
$24K ﹤0.01%
2,731
1549
$24K ﹤0.01%
394
1550
$24K ﹤0.01%
885
60 61
62
63 64