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
1726
$8K ﹤0.01%
490
1727
$8K ﹤0.01%
500
1728
$8K ﹤0.01%
2,035
1729
$8K ﹤0.01%
600
1730
$8K ﹤0.01%
1,094
1731
$8K ﹤0.01%
450
1732
$8K ﹤0.01%
675
1733
$8K ﹤0.01%
237
1734
$8K ﹤0.01%
225
1735
$8K ﹤0.01%
240
1736
$8K ﹤0.01%
158
1737
$8K ﹤0.01%
106
1738
$8K ﹤0.01%
397
1739
$8K ﹤0.01%
675
1740
$8K ﹤0.01%
104
1741
$8K ﹤0.01%
1,173
1742
$8K ﹤0.01%
630
1743
$8K ﹤0.01%
2,060
1744
$8K ﹤0.01%
420
1745
$7K ﹤0.01%
1,600
1746
$7K ﹤0.01%
400
1747
$7K ﹤0.01%
270
1748
$7K ﹤0.01%
326
1749
$7K ﹤0.01%
+240
1750
$6K ﹤0.01%
1,332