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
$1.65B
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,738
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.21M
3
+$1.17M
4
WBA
Walgreens Boots Alliance
WBA
+$1.11M
5
ATO icon
Atmos Energy
ATO
+$1.1M

Top Sells

1
+$16.7M
2
+$2.15M
3
+$1.42M
4
MSI icon
Motorola Solutions
MSI
+$1.05M
5
GRMN icon
Garmin
GRMN
+$1.04M

Sector Composition

1 Financials 16.69%
2 Technology 15.35%
3 Healthcare 12.04%
4 Industrials 9.94%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$21K ﹤0.01%
3,295
1527
$21K ﹤0.01%
946
1528
$21K ﹤0.01%
370
1529
$21K ﹤0.01%
1,758
1530
$21K ﹤0.01%
1,372
1531
$21K ﹤0.01%
1,257
1532
$21K ﹤0.01%
3,401
1533
$21K ﹤0.01%
2,270
1534
$21K ﹤0.01%
1,275
1535
$20K ﹤0.01%
1,341
1536
$20K ﹤0.01%
50
1537
$20K ﹤0.01%
318
1538
$20K ﹤0.01%
247
1539
$20K ﹤0.01%
1,281
1540
$20K ﹤0.01%
1,028
1541
$20K ﹤0.01%
641
1542
$20K ﹤0.01%
417
1543
$20K ﹤0.01%
750
1544
$20K ﹤0.01%
630
1545
$19K ﹤0.01%
1,234
1546
$19K ﹤0.01%
996
1547
$19K ﹤0.01%
404
1548
$19K ﹤0.01%
459
1549
$19K ﹤0.01%
500
1550
$19K ﹤0.01%
2,545
60 61
62
63 64