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
$1.68B
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,908
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.99M
3
+$1.37M
4
FIS icon
Fidelity National Information Services
FIS
+$1.23M
5
SWK icon
Stanley Black & Decker
SWK
+$1.12M

Top Sells

1
+$2.31M
2
+$1.98M
3
+$1.42M
4
VZ icon
Verizon
VZ
+$1.2M
5
LLY icon
Eli Lilly
LLY
+$1.17M

Sector Composition

1 Financials 17.45%
2 Technology 14.96%
3 Healthcare 12.85%
4 Industrials 11.24%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$17K ﹤0.01%
1,018
1627
$17K ﹤0.01%
740
1628
$16K ﹤0.01%
2,606
1629
$16K ﹤0.01%
1,070
1630
$16K ﹤0.01%
1,570
+850
1631
$16K ﹤0.01%
+138
1632
$16K ﹤0.01%
1,530
1633
$16K ﹤0.01%
949
1634
$16K ﹤0.01%
317
1635
$16K ﹤0.01%
2,123
1636
$16K ﹤0.01%
824
1637
$15K ﹤0.01%
1,559
1638
$15K ﹤0.01%
2,470
1639
$15K ﹤0.01%
848
1640
$15K ﹤0.01%
110
1641
$15K ﹤0.01%
422
1642
$15K ﹤0.01%
900
1643
$15K ﹤0.01%
620
1644
$15K ﹤0.01%
760
1645
$14K ﹤0.01%
588
1646
$14K ﹤0.01%
173
1647
$14K ﹤0.01%
1,311
1648
$14K ﹤0.01%
603
1649
$14K ﹤0.01%
645
1650
$14K ﹤0.01%
846
64 65
66
67 68