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
626
$312K 0.02%
17,171
-16,002
627
$311K 0.02%
6,037
-139
628
$309K 0.02%
14,201
-720
629
$308K 0.02%
+6,734
630
$306K 0.02%
3,981
-55
631
$305K 0.02%
2,589
+153
632
$304K 0.02%
2,002
-203
633
$301K 0.02%
6,444
+130
634
$300K 0.02%
16,693
635
$299K 0.02%
14,460
-440
636
$299K 0.02%
5,363
+38
637
$298K 0.02%
4,022
-40
638
$297K 0.02%
5,900
-152
639
$295K 0.02%
8,585
+2,178
640
$295K 0.02%
8,485
-687
641
$294K 0.02%
6,132
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642
$293K 0.02%
3,355
-73
643
$292K 0.02%
4,505
-40
644
$289K 0.02%
+15,712
645
$289K 0.02%
13,301
+262
646
$288K 0.02%
3,831
-174
647
$286K 0.02%
2,109
-74
648
$285K 0.02%
3,396
-151
649
$283K 0.02%
13,625
-769
650
$283K 0.02%
11,840
+722
24 25
26
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