LIA

LS Investment Advisors Portfolio holdings

AUM $714M
1-Year Est. Return 21.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.53%
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 +$2.46M
2 +$1.89M
3 +$1.32M
4
FIS icon
Fidelity National Information Services
FIS
+$1.19M
5
HIG icon
Hartford Financial Services
HIG
+$1.1M

Top Sells

1 +$1.98M
2 +$1.98M
3 +$1.47M
4
COO icon
Cooper Companies
COO
+$1.17M
5
ADP icon
Automatic Data Processing
ADP
+$1.14M

Sector Composition

1 Financials 17.45%
2 Technology 14.93%
3 Healthcare 12.85%
4 Industrials 11.27%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$8K ﹤0.01%
1,173
1727
$8K ﹤0.01%
630
1728
$8K ﹤0.01%
2,060
1729
$8K ﹤0.01%
450
1730
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1,470
1731
$8K ﹤0.01%
445
1732
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490
1733
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500
1734
$8K ﹤0.01%
2,035
1735
$8K ﹤0.01%
600
1736
$8K ﹤0.01%
1,094
1737
$8K ﹤0.01%
450
1738
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675
1739
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237
1740
$8K ﹤0.01%
225
1741
$8K ﹤0.01%
240
1742
$8K ﹤0.01%
158
1743
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106
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%
100