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
$1.42B
AUM Growth
+$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,908
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.02M
3
+$1.57M
4
WMT icon
Walmart
WMT
+$1.12M
5
CSCO icon
Cisco
CSCO
+$1.11M

Top Sells

1
+$7.67M
2
+$3.48M
3
+$1.21M
4
TWX
Time Warner Inc
TWX
+$1.21M
5
RAI
Reynolds American Inc
RAI
+$1.15M

Sector Composition

1 Financials 16.69%
2 Technology 13.41%
3 Healthcare 12.93%
4 Industrials 11.02%
5 Consumer Staples 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$505K 0.04%
2,171
+58
402
$504K 0.04%
9,907
+586
403
$504K 0.04%
6,921
-5,268
404
$503K 0.04%
10,185
+1,570
405
$500K 0.04%
11,934
+461
406
$499K 0.04%
4,522
+266
407
$498K 0.04%
5,069
+797
408
$498K 0.04%
9,736
+3,448
409
$497K 0.04%
6,151
410
$497K 0.04%
7,971
-1,257
411
$492K 0.03%
6,679
-835
412
$488K 0.03%
4,398
-312
413
$487K 0.03%
5,881
+25
414
$485K 0.03%
4,735
-48
415
$485K 0.03%
15,649
+652
416
$485K 0.03%
3,612
+162
417
$482K 0.03%
6,501
-2,084
418
$482K 0.03%
9,933
-127
419
$481K 0.03%
5,835
+261
420
$481K 0.03%
12,603
-1,417
421
$480K 0.03%
5,327
+313
422
$479K 0.03%
7,916
-15,712
423
$477K 0.03%
5,374
+318
424
$477K 0.03%
10,075
+631
425
$475K 0.03%
44,930
+1,220
15 16
17
18 19