LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
1676
$7K ﹤0.01%
445
1677
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210
1678
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552
1679
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237
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546
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413
1683
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994
1684
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1,347
1685
$6K ﹤0.01%
579
1686
$6K ﹤0.01%
1,842
1687
$6K ﹤0.01%
559
1688
$6K ﹤0.01%
3,000
1689
$6K ﹤0.01%
315
1690
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4,874
1691
$5K ﹤0.01%
351
1692
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72
1693
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304
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297
1695
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452
1696
$5K ﹤0.01%
1,605
1697
$4K ﹤0.01%
25
1698
$4K ﹤0.01%
14
1699
$4K ﹤0.01%
1,229
1700
$4K ﹤0.01%
1,530