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
$1.61B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$5.78M
3
+$2.85M
4
PFE icon
Pfizer
PFE
+$2.29M
5
IBM icon
IBM
IBM
+$1.93M

Top Sells

1
+$22.2M
2
+$12M
3
+$4.91M
4
GILD icon
Gilead Sciences
GILD
+$3.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.29M

Sector Composition

1 Technology 18.37%
2 Healthcare 13.59%
3 Financials 12.85%
4 Industrials 10.06%
5 Consumer Discretionary 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.09M 0.13%
33,936
+16,787
152
$2.09M 0.13%
43,195
+4,406
153
$2M 0.12%
38,413
-4,333
154
$1.99M 0.12%
6,868
-248
155
$1.98M 0.12%
39,157
-496
156
$1.96M 0.12%
21,356
-1,849
157
$1.95M 0.12%
5,353
-75
158
$1.95M 0.12%
5,030
+1,002
159
$1.93M 0.12%
18,195
+157
160
$1.92M 0.12%
23,991
+10,655
161
$1.92M 0.12%
7,164
-258
162
$1.91M 0.12%
27,853
+15,362
163
$1.89M 0.12%
19,597
+310
164
$1.89M 0.12%
9,930
-102
165
$1.88M 0.12%
9,504
+488
166
$1.88M 0.12%
18,008
+9,368
167
$1.85M 0.12%
7,174
+293
168
$1.84M 0.11%
5,563
+2,597
169
$1.8M 0.11%
28,841
-5,530
170
$1.8M 0.11%
52,831
+18,407
171
$1.79M 0.11%
35,889
+17,133
172
$1.78M 0.11%
21,931
-12,632
173
$1.76M 0.11%
18,906
-9,121
174
$1.75M 0.11%
9,090
+4,251
175
$1.7M 0.11%
23,147
-671
5 6
7
8 9