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
451
$444K 0.03%
6,512
-488
452
$444K 0.03%
4,573
-224
453
$442K 0.03%
5,015
+296
454
$440K 0.03%
3,734
+139
455
$440K 0.03%
19,838
+1,508
456
$439K 0.03%
3,204
+108
457
$439K 0.03%
17,580
+778
458
$438K 0.03%
23,242
-601
459
$437K 0.03%
8,209
+170
460
$437K 0.03%
4,328
+193
461
$437K 0.03%
13,636
-22
462
$437K 0.03%
7,837
-13,996
463
$434K 0.03%
22,396
-4,100
464
$428K 0.03%
7,657
+455
465
$427K 0.03%
12,536
-4,290
466
$426K 0.03%
6,698
-48
467
$425K 0.03%
5,850
-167
468
$425K 0.03%
11,609
+711
469
$423K 0.03%
2,299
+990
470
$420K 0.03%
14,586
-2,478
471
$420K 0.03%
3,603
+216
472
$420K 0.03%
3,372
+311
473
$420K 0.03%
7,776
+517
474
$418K 0.03%
2,727
+161
475
$418K 0.03%
3,728
+218
17 18
19
20 21