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
1701
$10K ﹤0.01%
548
+1
1702
$9K ﹤0.01%
550
1703
$9K ﹤0.01%
1,325
+375
1704
$9K ﹤0.01%
14
1705
$9K ﹤0.01%
830
1706
$9K ﹤0.01%
90
1707
$9K ﹤0.01%
324
1708
$9K ﹤0.01%
2,970
1709
$9K ﹤0.01%
1,100
1710
$9K ﹤0.01%
180
1711
$9K ﹤0.01%
525
1712
$9K ﹤0.01%
130
1713
$9K ﹤0.01%
315
1714
$9K ﹤0.01%
200
1715
$9K ﹤0.01%
727
1716
$9K ﹤0.01%
38
1717
$9K ﹤0.01%
851
1718
$9K ﹤0.01%
140
1719
$9K ﹤0.01%
2,008
1720
$9K ﹤0.01%
80
1721
$9K ﹤0.01%
1,651
1722
$9K ﹤0.01%
970
1723
$8K ﹤0.01%
450
1724
$8K ﹤0.01%
1,470
1725
$8K ﹤0.01%
445