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
$1.31B
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$8.97M
3
+$8.23M
4
PFE icon
Pfizer
PFE
+$2.54M
5
XOM icon
Exxon Mobil
XOM
+$2.35M

Top Sells

1
+$10.8M
2
+$8.39M
3
+$3.52M
4
FDO
FAMILY DOLLAR STORES
FDO
+$2.02M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.47M

Sector Composition

1 Healthcare 17.44%
2 Financials 14.72%
3 Technology 12.51%
4 Industrials 10.03%
5 Consumer Discretionary 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$48K ﹤0.01%
390
702
$46K ﹤0.01%
1,340
703
$45K ﹤0.01%
6,337
-10
704
$44K ﹤0.01%
1,000
705
$44K ﹤0.01%
1,260
706
$43K ﹤0.01%
1,450
707
$42K ﹤0.01%
700
708
$42K ﹤0.01%
970
709
$41K ﹤0.01%
660
710
$40K ﹤0.01%
817
-16
711
$39K ﹤0.01%
6,200
712
$39K ﹤0.01%
900
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$39K ﹤0.01%
600
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$38K ﹤0.01%
1,000
715
$38K ﹤0.01%
500
716
$37K ﹤0.01%
934
717
$34K ﹤0.01%
1,815
718
$34K ﹤0.01%
307
719
$33K ﹤0.01%
460
720
$33K ﹤0.01%
790
721
$32K ﹤0.01%
288
722
$32K ﹤0.01%
292
723
$31K ﹤0.01%
639
724
$30K ﹤0.01%
2,796
725
$30K ﹤0.01%
321
27 28
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