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
$1.61B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1 +$5.9M
2 +$5.78M
3 +$2.85M
4
PFE icon
Pfizer
PFE
+$2.29M
5
IBM icon
IBM
IBM
+$1.93M

Top Sells

1 +$22.2M
2 +$12M
3 +$4.91M
4
GILD icon
Gilead Sciences
GILD
+$3.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.29M

Sector Composition

1 Technology 18.37%
2 Healthcare 13.59%
3 Financials 12.85%
4 Industrials 10.06%
5 Consumer Discretionary 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$8K ﹤0.01%
957
+57
1552
$8K ﹤0.01%
237
1553
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106
1554
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1,101
1555
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358
1556
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334
1557
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2,149
1558
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45
1559
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845
-7,500
1560
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65
1561
$8K ﹤0.01%
1,028
1562
$8K ﹤0.01%
500
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500
1564
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+122
1565
$7K ﹤0.01%
711
1566
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199
-1
1567
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850
1568
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1569
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42
1570
$7K ﹤0.01%
552
1571
$7K ﹤0.01%
511
1572
$7K ﹤0.01%
452
1573
$7K ﹤0.01%
1,497
1574
$7K ﹤0.01%
413
1575
$7K ﹤0.01%
1,171