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
1826
$2K ﹤0.01%
50
1827
$2K ﹤0.01%
250
1828
$2K ﹤0.01%
48
1829
$2K ﹤0.01%
180
1830
$2K ﹤0.01%
55
1831
$2K ﹤0.01%
140
1832
$2K ﹤0.01%
50
1833
$2K ﹤0.01%
80
1834
$2K ﹤0.01%
195
1835
$2K ﹤0.01%
83
1836
$2K ﹤0.01%
120
1837
$2K ﹤0.01%
290
1838
$2K ﹤0.01%
96
1839
$2K ﹤0.01%
513
1840
$1K ﹤0.01%
29
1841
$1K ﹤0.01%
31
1842
$1K ﹤0.01%
25
1843
$1K ﹤0.01%
685
1844
$1K ﹤0.01%
130
1845
$1K ﹤0.01%
110
1846
$1K ﹤0.01%
120
1847
$1K ﹤0.01%
62
1848
$1K ﹤0.01%
195
1849
$1K ﹤0.01%
529
1850
$1K ﹤0.01%
180
72 73
74
75 76