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
-$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,921
New
Increased
Reduced
Closed

Top Buys

1 +$4.2M
2 +$2.49M
3 +$2.43M
4
PX
Praxair Inc
PX
+$2.32M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.55M

Top Sells

1 +$8.52M
2 +$2.25M
3 +$1.78M
4
DIS icon
Walt Disney
DIS
+$1.63M
5
MSFT icon
Microsoft
MSFT
+$1.4M

Sector Composition

1 Financials 17.95%
2 Technology 16%
3 Healthcare 12.33%
4 Industrials 9.94%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$21K ﹤0.01%
1,372
+141
1552
$21K ﹤0.01%
2,545
+332
1553
$21K ﹤0.01%
1,922
1554
$21K ﹤0.01%
866
1555
$21K ﹤0.01%
1,171
1556
$21K ﹤0.01%
924
1557
$21K ﹤0.01%
1,192
+174
1558
$21K ﹤0.01%
530
1559
$20K ﹤0.01%
1,031
1560
$20K ﹤0.01%
461
1561
$20K ﹤0.01%
580
1562
$20K ﹤0.01%
+1,425
1563
$20K ﹤0.01%
1,035
+108
1564
$20K ﹤0.01%
1,901
+185
1565
$20K ﹤0.01%
1,536
1566
$20K ﹤0.01%
550
1567
$20K ﹤0.01%
1,440
1568
$20K ﹤0.01%
742
1569
$20K ﹤0.01%
4,874
1570
$20K ﹤0.01%
1,038
+150
1571
$19K ﹤0.01%
2,182
+324
1572
$19K ﹤0.01%
600
1573
$19K ﹤0.01%
649
1574
$19K ﹤0.01%
480
+77
1575
$19K ﹤0.01%
819
+125