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
426
$473K 0.03%
5,103
-10
427
$473K 0.03%
11,279
+594
428
$471K 0.03%
5,984
+18
429
$468K 0.03%
6,070
+99
430
$467K 0.03%
6,594
+851
431
$466K 0.03%
11,622
+249
432
$466K 0.03%
3,724
+128
433
$465K 0.03%
15,113
+200
434
$463K 0.03%
19,066
-14,230
435
$462K 0.03%
6,305
+374
436
$461K 0.03%
5,275
+1,486
437
$461K 0.03%
12,778
+477
438
$456K 0.03%
16,694
+6,582
439
$456K 0.03%
15,544
-33
440
$455K 0.03%
12,472
+616
441
$452K 0.03%
2,768
+136
442
$452K 0.03%
1,815
+80
443
$451K 0.03%
4,787
+203
444
$451K 0.03%
8,282
+502
445
$450K 0.03%
6,162
+251
446
$450K 0.03%
5,303
+135
447
$448K 0.03%
7,748
+522
448
$447K 0.03%
2,611
-40
449
$447K 0.03%
8,986
+593
450
$445K 0.03%
7,896
+311
16 17
18
19 20