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
1626
$11K ﹤0.01%
830
1627
$11K ﹤0.01%
655
1628
$11K ﹤0.01%
537
1629
$11K ﹤0.01%
523
1630
$11K ﹤0.01%
334
1631
$11K ﹤0.01%
480
1632
$11K ﹤0.01%
12
1633
$11K ﹤0.01%
9,379
1634
$11K ﹤0.01%
1,623
1635
$11K ﹤0.01%
597
1636
$10K ﹤0.01%
1,474
1637
$10K ﹤0.01%
702
1638
$10K ﹤0.01%
200
1639
$10K ﹤0.01%
619
1640
$10K ﹤0.01%
1,226
1641
$10K ﹤0.01%
358
1642
$10K ﹤0.01%
2,525
1643
$10K ﹤0.01%
866
1644
$10K ﹤0.01%
773
1645
$10K ﹤0.01%
497
1646
$10K ﹤0.01%
1,028
1647
$10K ﹤0.01%
364
1648
$9K ﹤0.01%
657
1649
$9K ﹤0.01%
699
1650
$9K ﹤0.01%
463
64 65
66
67 68