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
1651
$9K ﹤0.01%
766
1652
$9K ﹤0.01%
+392
1653
$9K ﹤0.01%
523
1654
$9K ﹤0.01%
521
1655
$9K ﹤0.01%
241
1656
$9K ﹤0.01%
+1,670
1657
$9K ﹤0.01%
744
1658
$9K ﹤0.01%
1,922
1659
$9K ﹤0.01%
866
1660
$9K ﹤0.01%
7,194
1661
$9K ﹤0.01%
1,901
1662
$8K ﹤0.01%
100
1663
$8K ﹤0.01%
1,072
1664
$8K ﹤0.01%
+725
1665
$8K ﹤0.01%
3,907
1666
$8K ﹤0.01%
106
1667
$8K ﹤0.01%
1,226
1668
$8K ﹤0.01%
358
1669
$8K ﹤0.01%
111
1670
$8K ﹤0.01%
594
1671
$8K ﹤0.01%
773
1672
$8K ﹤0.01%
2,121
1673
$8K ﹤0.01%
544
1674
$8K ﹤0.01%
9,379
1675
$7K ﹤0.01%
400