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
701
$255K 0.02%
6,000
702
$253K 0.02%
2,265
+134
703
$253K 0.02%
5,263
+311
704
$252K 0.02%
2,113
+116
705
$252K 0.02%
5,254
-1,577
706
$252K 0.02%
3,842
+133
707
$251K 0.02%
2,781
-18
708
$250K 0.02%
12,522
+755
709
$250K 0.02%
2,529
+151
710
$250K 0.02%
2,934
+173
711
$249K 0.02%
3,741
+234
712
$248K 0.02%
9,912
+624
713
$248K 0.02%
3,683
+147
714
$247K 0.02%
4,277
715
$247K 0.02%
4,423
+273
716
$247K 0.02%
3,223
+192
717
$247K 0.02%
9,725
+798
718
$247K 0.02%
6,971
719
$245K 0.02%
4,643
-96
720
$245K 0.02%
9,079
+1,580
721
$244K 0.02%
4,317
+298
722
$244K 0.02%
9,189
+542
723
$243K 0.02%
3,963
+212
724
$243K 0.02%
3,393
+207
725
$243K 0.02%
7,349
+438
27 28
29
30 31