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
551
$352K 0.02%
7,184
-274
552
$352K 0.02%
10,635
553
$352K 0.02%
4,720
-252
554
$352K 0.02%
13,839
+837
555
$352K 0.02%
2,587
+18
556
$351K 0.02%
4,510
+227
557
$351K 0.02%
1,559
558
$350K 0.02%
3,767
-125
559
$350K 0.02%
3,086
+92
560
$349K 0.02%
10,046
-66
561
$349K 0.02%
3,303
-306
562
$347K 0.02%
8,447
+520
563
$346K 0.02%
6,785
+471
564
$346K 0.02%
4,850
-56
565
$345K 0.02%
8,089
-148
566
$344K 0.02%
8,783
+516
567
$343K 0.02%
7,283
-194
568
$343K 0.02%
4,779
+290
569
$343K 0.02%
23,552
+1,395
570
$343K 0.02%
27,423
+1,623
571
$342K 0.02%
9,617
+450
572
$342K 0.02%
13,760
+849
573
$342K 0.02%
9,872
-1,017
574
$341K 0.02%
6,248
+405
575
$341K 0.02%
6,492
+59
21 22
23
24 25