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
1651
$14K ﹤0.01%
908
1652
$14K ﹤0.01%
1,500
1653
$14K ﹤0.01%
1,021
1654
$14K ﹤0.01%
379
1655
$13K ﹤0.01%
961
1656
$13K ﹤0.01%
400
1657
$13K ﹤0.01%
350
1658
$13K ﹤0.01%
638
1659
$13K ﹤0.01%
707
1660
$13K ﹤0.01%
600
1661
$13K ﹤0.01%
795
1662
$13K ﹤0.01%
92
-60
1663
$13K ﹤0.01%
64
1664
$13K ﹤0.01%
426
1665
$13K ﹤0.01%
200
1666
$13K ﹤0.01%
1,184
1667
$12K ﹤0.01%
500
1668
$12K ﹤0.01%
1,850
1669
$12K ﹤0.01%
591
1670
$12K ﹤0.01%
54
1671
$12K ﹤0.01%
763
1672
$12K ﹤0.01%
1,680
1673
$12K ﹤0.01%
220
1674
$12K ﹤0.01%
967
1675
$12K ﹤0.01%
1,060
65 66
67
68 69