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
$1.17B
AUM Growth
-$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$1.54M
3
+$1.04M
4
MSI icon
Motorola Solutions
MSI
+$1.04M
5
ARG
Airgas Inc
ARG
+$1.04M

Top Sells

1
+$14.9M
2
+$11.5M
3
+$8.84M
4
AAPL icon
Apple
AAPL
+$5.49M
5
PFE icon
Pfizer
PFE
+$2.74M

Sector Composition

1 Healthcare 14.88%
2 Financials 13.83%
3 Technology 13.75%
4 Industrials 9.55%
5 Consumer Staples 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.65M 0.14%
37,526
+1,755
152
$1.65M 0.14%
13,318
+205
153
$1.65M 0.14%
17,374
-356
154
$1.63M 0.14%
29,816
-216
155
$1.62M 0.14%
27,639
-1,681
156
$1.62M 0.14%
39,032
+423
157
$1.61M 0.14%
8,253
158
$1.61M 0.14%
63,143
+40,517
159
$1.56M 0.13%
21,530
+1,224
160
$1.55M 0.13%
73,082
161
$1.55M 0.13%
37,973
-1,534
162
$1.55M 0.13%
26,496
-2,060
163
$1.55M 0.13%
2,887
-1,743
164
$1.55M 0.13%
9,029
+5,501
165
$1.53M 0.13%
48,950
+32,854
166
$1.51M 0.13%
26,129
-474
167
$1.5M 0.13%
22,577
+15,604
168
$1.49M 0.13%
14,324
-340
169
$1.49M 0.13%
8,984
-3,913
170
$1.49M 0.13%
58,841
+86
171
$1.48M 0.13%
31,173
+1,684
172
$1.46M 0.12%
12,485
+8,144
173
$1.45M 0.12%
95,776
+2,789
174
$1.44M 0.12%
11,954
-82
175
$1.43M 0.12%
36,284
+1,187
5 6
7
8 9