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
1776
$5K ﹤0.01%
852
1777
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+225
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2,025
1798
$4K ﹤0.01%
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$4K ﹤0.01%
460
1800
$4K ﹤0.01%
70
70 71
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73 74