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
576
$339K 0.02%
6,250
+372
577
$338K 0.02%
13,691
+604
578
$338K 0.02%
3,833
+261
579
$338K 0.02%
4,408
+260
580
$338K 0.02%
5,228
+406
581
$337K 0.02%
3,977
+266
582
$335K 0.02%
6,383
+375
583
$335K 0.02%
4,802
-154
584
$334K 0.02%
7,316
+253
585
$333K 0.02%
10,571
-2,130
586
$333K 0.02%
12,584
-462
587
$332K 0.02%
44,000
+1,250
588
$330K 0.02%
6,797
+68
589
$330K 0.02%
9,365
-1,974
590
$330K 0.02%
3,298
+195
591
$329K 0.02%
3,953
-1,313
592
$329K 0.02%
8,085
+68
593
$328K 0.02%
1,421
+64
594
$328K 0.02%
14,040
+991
595
$328K 0.02%
6,245
+370
596
$328K 0.02%
2,909
+88
597
$327K 0.02%
3,796
-14
598
$326K 0.02%
28,026
+1,287
599
$326K 0.02%
3,309
+208
600
$326K 0.02%
5,761
+324
22 23
24
25 26