LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
FI icon
Fiserv
FI
+$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
26
$12.1M 0.75%
28,317
-517
27
$11.7M 0.73%
294,554
-6,258
28
$11.6M 0.72%
778,579
-24,280
29
$11.4M 0.71%
112,572
-3,109
30
$11M 0.69%
78,790
+274
31
$10.7M 0.66%
198,630
-7,958
32
$10.5M 0.66%
118,180
+1,760
33
$10.3M 0.64%
192,591
-7,379
34
$9.66M 0.6%
206,096
-239
35
$9.62M 0.6%
101,101
-4,220
36
$9.6M 0.6%
384,990
-9,012
37
$9.51M 0.59%
176,277
-2,837
38
$9.39M 0.59%
164,696
-4,346
39
$9.14M 0.57%
114,391
-16,869
40
$8.98M 0.56%
69,752
+6,065
41
$8.95M 0.56%
51,536
-964
42
$8.77M 0.55%
181,423
-13,312
43
$8.37M 0.52%
38,775
-1,325
44
$8.15M 0.51%
138,595
+3,545
45
$8.08M 0.5%
81,322
+3,859
46
$7.71M 0.48%
96,565
+2,140
47
$7.5M 0.47%
138,816
-4,602
48
$7.41M 0.46%
39,023
-1,940
49
$7.2M 0.45%
110,684
-2,373
50
$6.94M 0.43%
34,556
-1,576
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