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
$1.71B
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,753
New
Increased
Reduced
Closed

Top Buys

1 +$3.33M
2 +$1.73M
3 +$1.39M
4
SRE icon
Sempra
SRE
+$1.24M
5
JPM icon
JPMorgan Chase
JPM
+$1.22M

Top Sells

1 +$1.1M
2 +$991K
3 +$982K
4
ALLE icon
Allegion
ALLE
+$915K
5
APC
Anadarko Petroleum
APC
+$791K

Sector Composition

1 Financials 16.51%
2 Technology 15.85%
3 Healthcare 11.72%
4 Industrials 9.8%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$18K ﹤0.01%
781
1552
$18K ﹤0.01%
1,260
1553
$18K ﹤0.01%
325
1554
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861
1555
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946
1556
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613
1557
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366
1558
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1,028
1559
$18K ﹤0.01%
996
1560
$18K ﹤0.01%
342
1561
$18K ﹤0.01%
3,401
1562
$18K ﹤0.01%
543
1563
$17K ﹤0.01%
817
1564
$17K ﹤0.01%
1,234
1565
$17K ﹤0.01%
1,377
1566
$17K ﹤0.01%
12,432
1567
$17K ﹤0.01%
707
1568
$17K ﹤0.01%
724
1569
$17K ﹤0.01%
521
1570
$17K ﹤0.01%
1,511
1571
$17K ﹤0.01%
1,442
1572
$17K ﹤0.01%
522
1573
$17K ﹤0.01%
1,171
1574
$16K ﹤0.01%
819
1575
$16K ﹤0.01%
700