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
426
$549K 0.03%
5,711
-138
427
$546K 0.03%
12,695
-220
428
$546K 0.03%
6,353
-218
429
$543K 0.03%
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-389
430
$543K 0.03%
6,001
+27
431
$540K 0.03%
7,115
-389
432
$536K 0.03%
4,489
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433
$536K 0.03%
2,597
-52
434
$535K 0.03%
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435
$534K 0.03%
20,049
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436
$534K 0.03%
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437
$533K 0.03%
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438
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1,951
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439
$528K 0.03%
4,787
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440
$525K 0.03%
11,044
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31,130
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443
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22,140
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444
$519K 0.03%
26,400
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$517K 0.03%
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446
$513K 0.03%
6,376
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$510K 0.03%
9,392
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448
$510K 0.03%
9,760
-227
449
$509K 0.03%
6,609
-212
450
$508K 0.03%
4,902
+1
16 17
18
19 20