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
$1.71B
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,753
New
Increased
Reduced
Closed

Top Buys

1 +$3.33M
2 +$1.73M
3 +$1.39M
4
SRE icon
Sempra
SRE
+$1.24M
5
JPM icon
JPMorgan Chase
JPM
+$1.22M

Top Sells

1 +$1.1M
2 +$991K
3 +$982K
4
ALLE icon
Allegion
ALLE
+$915K
5
APC
Anadarko Petroleum
APC
+$791K

Sector Composition

1 Financials 16.51%
2 Technology 15.85%
3 Healthcare 11.72%
4 Industrials 9.8%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$11K ﹤0.01%
50
1627
$11K ﹤0.01%
830
1628
$11K ﹤0.01%
535
1629
$11K ﹤0.01%
537
1630
$11K ﹤0.01%
453
1631
$11K ﹤0.01%
619
1632
$11K ﹤0.01%
511
1633
$11K ﹤0.01%
254
1634
$11K ﹤0.01%
364
1635
$11K ﹤0.01%
2,272
1636
$11K ﹤0.01%
5,252
-3,563
1637
$11K ﹤0.01%
1,814
1638
$11K ﹤0.01%
128
1639
$11K ﹤0.01%
1,900
1640
$10K ﹤0.01%
1,474
1641
$10K ﹤0.01%
463
1642
$10K ﹤0.01%
+1,875
1643
$10K ﹤0.01%
655
1644
$10K ﹤0.01%
200
1645
$10K ﹤0.01%
202
1646
$10K ﹤0.01%
675
1647
$9K ﹤0.01%
17
1648
$9K ﹤0.01%
657
1649
$9K ﹤0.01%
376
1650
$9K ﹤0.01%
702