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
676
$273K 0.02%
+8,316
677
$273K 0.02%
14,844
+562
678
$272K 0.02%
3,918
+56
679
$272K 0.02%
641
+37
680
$272K 0.02%
7,905
+2,038
681
$271K 0.02%
10,049
+599
682
$269K 0.02%
21,902
+6,286
683
$269K 0.02%
4,725
+273
684
$268K 0.02%
+18,841
685
$267K 0.02%
3,757
+223
686
$266K 0.02%
8,540
-329
687
$266K 0.02%
2,922
+174
688
$266K 0.02%
3,488
+207
689
$266K 0.02%
29,342
-203
690
$265K 0.02%
10,047
+697
691
$265K 0.02%
1,790
+111
692
$263K 0.02%
3,503
+15
693
$263K 0.02%
5,028
-2,160
694
$261K 0.02%
3,427
+121
695
$261K 0.02%
4,814
+284
696
$260K 0.02%
3,068
+189
697
$259K 0.02%
4,885
+279
698
$258K 0.02%
6,366
+162
699
$257K 0.02%
18,783
-203
700
$257K 0.02%
5,161
+808
26 27
28
29 30