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
376
$647K 0.04%
10,841
+384
377
$646K 0.04%
25,299
-34
378
$646K 0.04%
23,668
-94
379
$646K 0.04%
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$645K 0.04%
16,828
+1,616
381
$643K 0.04%
12,161
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$643K 0.04%
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383
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386
$636K 0.04%
20,155
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13,149
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388
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389
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6,562
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390
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21,921
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393
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3,075
395
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4,754
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396
$599K 0.04%
18,848
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19,109
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$594K 0.04%
10,229
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399
$593K 0.04%
3,910
+36
400
$592K 0.04%
10,070
-379
14 15
16
17 18