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
1676
$12K ﹤0.01%
210
1677
$12K ﹤0.01%
894
1678
$12K ﹤0.01%
688
1679
$12K ﹤0.01%
843
1680
$12K ﹤0.01%
90
1681
$11K ﹤0.01%
351
1682
$11K ﹤0.01%
570
+5
1683
$11K ﹤0.01%
300
1684
$11K ﹤0.01%
297
+212
1685
$11K ﹤0.01%
280
1686
$11K ﹤0.01%
734
1687
$11K ﹤0.01%
120
1688
$11K ﹤0.01%
335
1689
$11K ﹤0.01%
682
1690
$11K ﹤0.01%
720
1691
$11K ﹤0.01%
+875
1692
$11K ﹤0.01%
1,190
1693
$11K ﹤0.01%
522
1694
$10K ﹤0.01%
200
1695
$10K ﹤0.01%
790
1696
$10K ﹤0.01%
1,720
1697
$10K ﹤0.01%
1,020
1698
$10K ﹤0.01%
200
1699
$10K ﹤0.01%
3,355
1700
$10K ﹤0.01%
402
66 67
68
69 70