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
651
$290K 0.02%
8,929
+565
652
$289K 0.02%
11,282
+672
653
$287K 0.02%
3,103
+144
654
$287K 0.02%
3,177
+110
655
$286K 0.02%
13,264
+877
656
$286K 0.02%
7,995
+477
657
$284K 0.02%
4,487
+288
658
$284K 0.02%
3,608
+183
659
$282K 0.02%
3,910
+231
660
$282K 0.02%
15,029
+894
661
$282K 0.02%
4,457
+3,216
662
$280K 0.02%
7,302
+433
663
$280K 0.02%
17,039
-2,628
664
$279K 0.02%
1,671
+127
665
$279K 0.02%
3,389
+218
666
$278K 0.02%
6,465
+65
667
$278K 0.02%
4,008
+251
668
$277K 0.02%
18,010
669
$277K 0.02%
5,170
+264
670
$276K 0.02%
7,543
+446
671
$276K 0.02%
7,084
+459
672
$275K 0.02%
11,372
+742
673
$275K 0.02%
7,459
+510
674
$274K 0.02%
5,635
+55
675
$274K 0.02%
1,505
+45
25 26
27
28 29