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
1676
$7K ﹤0.01%
1,530
1677
$7K ﹤0.01%
559
1678
$7K ﹤0.01%
1,347
1679
$6K ﹤0.01%
579
1680
$6K ﹤0.01%
351
1681
$6K ﹤0.01%
552
1682
$6K ﹤0.01%
3,907
1683
$6K ﹤0.01%
111
1684
$6K ﹤0.01%
254
1685
$6K ﹤0.01%
315
1686
$6K ﹤0.01%
4,448
1687
$5K ﹤0.01%
72
1688
$5K ﹤0.01%
14
1689
$5K ﹤0.01%
1,425
1690
$5K ﹤0.01%
304
1691
$5K ﹤0.01%
297
1692
$5K ﹤0.01%
1,229
1693
$5K ﹤0.01%
452
1694
$5K ﹤0.01%
326
1695
$5K ﹤0.01%
100
1696
$5K ﹤0.01%
994
1697
$5K ﹤0.01%
4,874
1698
$5K ﹤0.01%
2,697
1699
$4K ﹤0.01%
25
1700
$4K ﹤0.01%
293