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
451
$508K 0.03%
15,020
+251
452
$508K 0.03%
5,349
-32
453
$506K 0.03%
2,638
-37
454
$503K 0.03%
27,180
+334
455
$502K 0.03%
17,721
-52,809
456
$502K 0.03%
3,777
-117
457
$501K 0.03%
13,124
-180
458
$500K 0.03%
3,246
-98
459
$500K 0.03%
3,908
-26
460
$496K 0.03%
11,956
-322
461
$496K 0.03%
2,017
-94
462
$493K 0.03%
26,634
+183
463
$486K 0.03%
22,732
-412
464
$486K 0.03%
1,700
+86
465
$485K 0.03%
24,800
+155
466
$485K 0.03%
10,687
+63
467
$482K 0.03%
8,991
+61
468
$482K 0.03%
2,169
-105
469
$480K 0.03%
6,700
-81
470
$480K 0.03%
11,957
-125
471
$477K 0.03%
4,028
-102
472
$476K 0.03%
6,685
+232
473
$476K 0.03%
5,029
-323
474
$476K 0.03%
4,101
-66
475
$475K 0.03%
6,345
+263
17 18
19
20 21