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
1601
$5K ﹤0.01%
304
1602
$5K ﹤0.01%
546
1603
$5K ﹤0.01%
297
1604
$5K ﹤0.01%
86
1605
$5K ﹤0.01%
1,226
1606
$5K ﹤0.01%
3,780
1607
$5K ﹤0.01%
773
1608
$5K ﹤0.01%
934
1609
$5K ﹤0.01%
4,681
1610
$5K ﹤0.01%
657
1611
$4K ﹤0.01%
351
1612
$4K ﹤0.01%
72
1613
$4K ﹤0.01%
92
-400
1614
$4K ﹤0.01%
413
1615
$4K ﹤0.01%
+1,504
1616
$4K ﹤0.01%
750
1617
$4K ﹤0.01%
675
1618
$4K ﹤0.01%
5,601
1619
$3K ﹤0.01%
51
1620
$3K ﹤0.01%
201
-1
1621
$3K ﹤0.01%
217
-109
1622
$3K ﹤0.01%
293
1623
$3K ﹤0.01%
111
1624
$3K ﹤0.01%
12,616
1625
$3K ﹤0.01%
128
63 64
65
66 67