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
1526
$10K ﹤0.01%
217
1527
$10K ﹤0.01%
537
1528
$10K ﹤0.01%
1,281
1529
$10K ﹤0.01%
868
1530
$10K ﹤0.01%
744
1531
$9K ﹤0.01%
244
1532
$9K ﹤0.01%
675
1533
$9K ﹤0.01%
610
1534
$9K ﹤0.01%
1,125
1535
$9K ﹤0.01%
766
1536
$9K ﹤0.01%
276
1537
$9K ﹤0.01%
946
1538
$9K ﹤0.01%
535
1539
$9K ﹤0.01%
626
1540
$9K ﹤0.01%
700
1541
$9K ﹤0.01%
523
1542
$9K ﹤0.01%
1,792
1543
$9K ﹤0.01%
544
1544
$9K ﹤0.01%
7,025
1545
$9K ﹤0.01%
364
1546
$9K ﹤0.01%
518
1547
$8K ﹤0.01%
1,229
1548
$8K ﹤0.01%
1,330
1549
$8K ﹤0.01%
6,924
-5,508
1550
$8K ﹤0.01%
588