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
476
$475K 0.03%
5,031
+558
477
$475K 0.03%
28,424
+12
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$474K 0.03%
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-66
479
$472K 0.03%
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480
$472K 0.03%
4,279
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481
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2,295
-86
482
$467K 0.03%
10,995
+151
483
$467K 0.03%
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484
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485
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486
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35,630
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487
$457K 0.03%
3,016
488
$457K 0.03%
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489
$456K 0.03%
17,426
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$456K 0.03%
9,594
-129
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$451K 0.03%
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$447K 0.03%
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11,383
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6,067
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$447K 0.03%
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$443K 0.03%
3,627
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500
$442K 0.03%
23,380
-253
18 19
20
21 22