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
$1.66B
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,926
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.05M
3
+$1.5M
4
KHC icon
Kraft Heinz
KHC
+$1.17M
5
AIG icon
American International
AIG
+$1.04M

Top Sells

1
+$3.23M
2
+$3.04M
3
+$2.94M
4
MDT icon
Medtronic
MDT
+$2.56M
5
V icon
Visa
V
+$2.55M

Sector Composition

1 Financials 16.76%
2 Technology 15.63%
3 Healthcare 12.58%
4 Industrials 9.28%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$494K 0.03%
8,746
-678
502
$492K 0.03%
7,927
-102
503
$491K 0.03%
11,717
+240
504
$490K 0.03%
11,427
-181
505
$490K 0.03%
4,028
-394
506
$489K 0.03%
12,890
-133
507
$488K 0.03%
7,321
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508
$488K 0.03%
6,088
-221
509
$488K 0.03%
4,382
+246
510
$487K 0.03%
13,818
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511
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5,517
+104
512
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14,483
-344
513
$479K 0.03%
4,045
514
$478K 0.03%
4,994
+81
515
$477K 0.03%
4,647
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516
$477K 0.03%
22,846
-4,327
517
$476K 0.03%
7,111
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518
$473K 0.03%
3,201
-125
519
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13,091
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520
$468K 0.03%
2,349
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521
$468K 0.03%
18,367
+1,015
522
$467K 0.03%
6,996
+128
523
$466K 0.03%
9,984
-161
524
$465K 0.03%
2,695
-319
525
$464K 0.03%
6,368
-896
19 20
21
22 23