LIA

LS Investment Advisors Portfolio holdings

AUM $714M
1-Year Est. Return 21.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.53%
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 +$5.38M
2 +$4.83M
3 +$2.85M
4
PFE icon
Pfizer
PFE
+$2.51M
5
IBM icon
IBM
IBM
+$1.95M

Top Sells

1 +$21.8M
2 +$11.1M
3 +$5.07M
4
GILD icon
Gilead Sciences
GILD
+$3.56M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.12M

Sector Composition

1 Technology 18.35%
2 Healthcare 13.59%
3 Financials 12.85%
4 Industrials 10.08%
5 Consumer Discretionary 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$8K ﹤0.01%
588
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957
+57
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845
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870