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
1576
$16K ﹤0.01%
17
1577
$16K ﹤0.01%
644
1578
$16K ﹤0.01%
1,377
1579
$16K ﹤0.01%
1,740
1580
$16K ﹤0.01%
962
1581
$16K ﹤0.01%
587
1582
$16K ﹤0.01%
700
1583
$16K ﹤0.01%
1,983
1584
$16K ﹤0.01%
521
1585
$16K ﹤0.01%
1,124
1586
$16K ﹤0.01%
543
1587
$16K ﹤0.01%
1,814
1588
$15K ﹤0.01%
1,125
1589
$15K ﹤0.01%
724
1590
$15K ﹤0.01%
+346
1591
$14K ﹤0.01%
903
1592
$14K ﹤0.01%
817
1593
$14K ﹤0.01%
711
1594
$14K ﹤0.01%
868
1595
$14K ﹤0.01%
1,050
1596
$14K ﹤0.01%
1,511
1597
$14K ﹤0.01%
1,101
1598
$14K ﹤0.01%
522
1599
$14K ﹤0.01%
1,605
1600
$14K ﹤0.01%
2,272
62 63
64
65 66