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
1576
$7K ﹤0.01%
870
1577
$7K ﹤0.01%
254
1578
$7K ﹤0.01%
497
1579
$6K ﹤0.01%
579
1580
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200
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699
1582
$6K ﹤0.01%
7,735
1583
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211
-833
1584
$6K ﹤0.01%
1,377
1585
$6K ﹤0.01%
810
1586
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169
-260
1587
$6K ﹤0.01%
521
1588
$6K ﹤0.01%
1,901
1589
$6K ﹤0.01%
2,545
1590
$6K ﹤0.01%
594
1591
$6K ﹤0.01%
994
1592
$5K ﹤0.01%
657
1593
$5K ﹤0.01%
1,842
1594
$5K ﹤0.01%
25
1595
$5K ﹤0.01%
1,072
1596
$5K ﹤0.01%
702
1597
$5K ﹤0.01%
3,664
1598
$5K ﹤0.01%
852
1599
$5K ﹤0.01%
453
1600
$5K ﹤0.01%
1,670