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
1551
$24K ﹤0.01%
581
1552
$24K ﹤0.01%
2,800
1553
$24K ﹤0.01%
1,238
1554
$24K ﹤0.01%
3,518
1555
$23K ﹤0.01%
1,652
1556
$23K ﹤0.01%
1,331
+223
1557
$23K ﹤0.01%
2,000
1558
$23K ﹤0.01%
591
1559
$23K ﹤0.01%
960
1560
$23K ﹤0.01%
790
1561
$23K ﹤0.01%
113
1562
$23K ﹤0.01%
383
1563
$23K ﹤0.01%
700
1564
$23K ﹤0.01%
149
1565
$22K ﹤0.01%
1,018
1566
$22K ﹤0.01%
1,385
+231
1567
$22K ﹤0.01%
2,150
1568
$22K ﹤0.01%
3,250
1569
$22K ﹤0.01%
139
1570
$22K ﹤0.01%
836
1571
$22K ﹤0.01%
604
+123
1572
$22K ﹤0.01%
1,329
1573
$22K ﹤0.01%
292
1574
$22K ﹤0.01%
1,282
1575
$22K ﹤0.01%
1,025
61 62
63
64 65