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
$1.31B
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$8.97M
3
+$8.23M
4
PFE icon
Pfizer
PFE
+$2.54M
5
XOM icon
Exxon Mobil
XOM
+$2.35M

Top Sells

1
+$10.8M
2
+$8.39M
3
+$3.52M
4
FDO
FAMILY DOLLAR STORES
FDO
+$2.02M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.47M

Sector Composition

1 Healthcare 17.44%
2 Financials 14.72%
3 Technology 12.51%
4 Industrials 10.03%
5 Consumer Discretionary 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$478K 0.04%
8,736
+2,361
377
$475K 0.04%
6,887
-624
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-1,900
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380
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11,404
+2,740
381
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-83
382
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7,957
-1,930
384
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385
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13,880
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386
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388
$460K 0.04%
9,528
+1,649
389
$459K 0.04%
1,973
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390
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77,070
-7,210
391
$459K 0.04%
12,044
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392
$457K 0.03%
10,350
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393
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14,424
394
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3,644
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395
$451K 0.03%
7,131
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396
$451K 0.03%
6,557
-107
397
$449K 0.03%
43,364
+3,516
398
$448K 0.03%
11,467
-157
399
$442K 0.03%
11,026
-179
400
$441K 0.03%
11,667
+2,324
14 15
16
17 18