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
1826
$2K ﹤0.01%
190
1827
$2K ﹤0.01%
40
1828
$2K ﹤0.01%
70
1829
$2K ﹤0.01%
350
1830
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550
1831
$2K ﹤0.01%
30
1832
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20
1833
$2K ﹤0.01%
50
1834
$2K ﹤0.01%
250
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%
110
1841
$1K ﹤0.01%
120
1842
$1K ﹤0.01%
62
1843
$1K ﹤0.01%
195
1844
$1K ﹤0.01%
529
1845
$1K ﹤0.01%
100
1846
$1K ﹤0.01%
29
1847
$1K ﹤0.01%
40
1848
$1K ﹤0.01%
31
1849
$1K ﹤0.01%
25
1850
$1K ﹤0.01%
685
72 73
74
75 76