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
476
$418K 0.03%
6,200
+120
477
$417K 0.03%
14,595
+858
478
$416K 0.03%
13,312
+864
479
$416K 0.03%
3,138
+228
480
$415K 0.03%
5,607
+43
481
$413K 0.03%
5,585
+331
482
$409K 0.03%
245
+8
483
$409K 0.03%
1,606
+20
484
$409K 0.03%
18,814
+282
485
$408K 0.03%
2,041
+61
486
$408K 0.03%
4,416
+266
487
$407K 0.03%
2,234
-5
488
$405K 0.03%
7,049
+97
489
$403K 0.03%
4,116
-2,837
490
$403K 0.03%
14,749
+4,853
491
$403K 0.03%
5,869
+162
492
$401K 0.03%
66,595
+2,975
493
$400K 0.03%
1,807
-55
494
$399K 0.03%
17,041
+621
495
$399K 0.03%
8,934
+553
496
$398K 0.03%
15,823
-31,696
497
$398K 0.03%
36,390
+2,081
498
$396K 0.03%
5,033
-61
499
$396K 0.03%
5,947
+279
500
$396K 0.03%
4,975
+295
18 19
20
21 22