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
526
$372K 0.03%
28,212
+168
527
$372K 0.03%
2,568
-104
528
$369K 0.03%
2,023
+117
529
$368K 0.03%
7,505
+458
530
$366K 0.03%
18,706
+771
531
$365K 0.03%
403
+20
532
$365K 0.03%
4,719
-110
533
$364K 0.03%
3,325
+125
534
$364K 0.03%
12,128
+719
535
$363K 0.03%
5,441
-277
536
$363K 0.03%
7,840
+494
537
$363K 0.03%
7,438
-494
538
$362K 0.03%
6,869
+430
539
$361K 0.03%
6,448
-20,589
540
$360K 0.03%
12,744
-373
541
$360K 0.03%
+9,519
542
$359K 0.03%
9,815
+600
543
$358K 0.03%
6,812
+404
544
$357K 0.03%
11,233
+666
545
$356K 0.03%
5,071
+121
546
$356K 0.03%
5,182
547
$355K 0.03%
5,018
+333
548
$354K 0.03%
11,233
-217
549
$353K 0.02%
2,476
+148
550
$352K 0.02%
15,686
+954
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