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
676
$258K 0.02%
16,819
+3,502
677
$257K 0.02%
3,087
+112
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$257K 0.02%
5,496
-238
679
$254K 0.02%
7,726
-139
680
$254K 0.02%
2,516
-104
681
$254K 0.02%
2,225
-136
682
$254K 0.02%
3,316
683
$254K 0.02%
2,125
-52
684
$253K 0.02%
3,332
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685
$253K 0.02%
9,563
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686
$253K 0.02%
19,457
-1,816
687
$253K 0.02%
254
688
$252K 0.02%
1,955
-85
689
$252K 0.02%
4,964
-156
690
$251K 0.02%
7,461
-187
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$251K 0.02%
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$250K 0.02%
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$250K 0.02%
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$249K 0.02%
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$249K 0.02%
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$248K 0.02%
1,357
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$247K 0.02%
3,572
-143
698
$246K 0.02%
2,119
-18
699
$246K 0.02%
2,763
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700
$246K 0.02%
1,719
-30
26 27
28
29 30