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
551
$378K 0.02%
4,566
-165
552
$377K 0.02%
2,402
+75
553
$377K 0.02%
+10,269
554
$377K 0.02%
4,755
-178
555
$377K 0.02%
7,443
-746
556
$376K 0.02%
6,475
-89
557
$373K 0.02%
14,295
-210
558
$371K 0.02%
3,013
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559
$370K 0.02%
11,263
-45
560
$369K 0.02%
2,786
-112
561
$368K 0.02%
15,036
-30
562
$367K 0.02%
4,344
-57
563
$365K 0.02%
16,737
-114
564
$364K 0.02%
29,267
+535
565
$364K 0.02%
7,338
-4,134
566
$363K 0.02%
19,554
+16,871
567
$363K 0.02%
9,009
-155
568
$361K 0.02%
13,634
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569
$359K 0.02%
3,371
-95
570
$356K 0.02%
3,660
-34
571
$356K 0.02%
5,009
+44
572
$351K 0.02%
9,260
-250
573
$350K 0.02%
2,293
-68
574
$348K 0.02%
7,305
-145
575
$347K 0.02%
7,487
+42
21 22
23
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