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
1626
$2K ﹤0.01%
14
1627
$2K ﹤0.01%
15
1628
$2K ﹤0.01%
1,530
1629
$2K ﹤0.01%
559
1630
$2K ﹤0.01%
315
1631
$2K ﹤0.01%
1,392
-1,241
1632
$1K ﹤0.01%
29
1633
$1K ﹤0.01%
41
-2,721
1634
$1K ﹤0.01%
9
1635
$1K ﹤0.01%
1
1636
$1K ﹤0.01%
166
1637
– –
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1638
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1639
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-3,061
1640
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1641
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1642
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1643
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1644
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1649
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1650
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-713
64 65
66
67 68