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
1551
$19K ﹤0.01%
1,171
1552
$19K ﹤0.01%
+794
1553
$18K ﹤0.01%
1,260
1554
$18K ﹤0.01%
325
1555
$18K ﹤0.01%
649
1556
$18K ﹤0.01%
861
1557
$18K ﹤0.01%
613
1558
$18K ﹤0.01%
487
1559
$18K ﹤0.01%
1,908
1560
$18K ﹤0.01%
750
1561
$18K ﹤0.01%
1,035
1562
$18K ﹤0.01%
1,442
1563
$18K ﹤0.01%
342
1564
$18K ﹤0.01%
3,502
1565
$18K ﹤0.01%
744
1566
$18K ﹤0.01%
972
1567
$17K ﹤0.01%
819
1568
$17K ﹤0.01%
700
1569
$17K ﹤0.01%
12,432
1570
$17K ﹤0.01%
569
1571
$17K ﹤0.01%
707
1572
$17K ﹤0.01%
823
1573
$17K ﹤0.01%
924
1574
$17K ﹤0.01%
938
1575
$17K ﹤0.01%
1,900