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
1651
$9K ﹤0.01%
766
1652
$9K ﹤0.01%
535
1653
$9K ﹤0.01%
+23
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$9K ﹤0.01%
521
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241
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$9K ﹤0.01%
3,550
1657
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511
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744
1659
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448
1660
$9K ﹤0.01%
1,922
1661
$8K ﹤0.01%
100
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$8K ﹤0.01%
376
1663
$8K ﹤0.01%
212
1664
$8K ﹤0.01%
546
1665
$8K ﹤0.01%
106
1666
$8K ﹤0.01%
413
1667
$8K ﹤0.01%
594
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$8K ﹤0.01%
544
1669
$7K ﹤0.01%
1,842
1670
$7K ﹤0.01%
490
1671
$7K ﹤0.01%
1,072
1672
$7K ﹤0.01%
400
1673
$7K ﹤0.01%
445
1674
$7K ﹤0.01%
2,076
1675
$7K ﹤0.01%
237