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
$1.6B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,739
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$2.91M
3
+$2.85M
4
PBCT
People's United Financial Inc
PBCT
+$2.83M
5
DIS icon
Walt Disney
DIS
+$1.97M

Top Sells

1
+$3.36M
2
+$2.28M
3
+$1.96M
4
FISV
Fiserv Inc
FISV
+$1.8M
5
HD icon
Home Depot
HD
+$1.77M

Sector Composition

1 Technology 15.88%
2 Financials 15.8%
3 Healthcare 12.23%
4 Industrials 9.99%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.23M 0.08%
14,648
252
$1.22M 0.08%
8,335
-92
253
$1.21M 0.08%
78,647
-289
254
$1.21M 0.08%
62,152
-119
255
$1.21M 0.08%
4,021
-25
256
$1.2M 0.08%
23,287
-555
257
$1.2M 0.07%
30,139
-183
258
$1.19M 0.07%
27,728
+49
259
$1.19M 0.07%
14,706
-917
260
$1.19M 0.07%
17,066
+181
261
$1.18M 0.07%
4,434
-2,591
262
$1.14M 0.07%
11,657
263
$1.14M 0.07%
17,221
+286
264
$1.13M 0.07%
15,702
-12,243
265
$1.13M 0.07%
17,936
-374
266
$1.08M 0.07%
20,380
+1,352
267
$1.08M 0.07%
10,256
+510
268
$1.07M 0.07%
5,893
+92
269
$1.06M 0.07%
23,250
+869
270
$1.03M 0.06%
27,828
-569
271
$1.03M 0.06%
15,638
-112
272
$1M 0.06%
36,111
+1,121
273
$995K 0.06%
2,422
+74
274
$992K 0.06%
7,263
+1,062
275
$990K 0.06%
21,803
-394
9 10
11
12 13