LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
FI icon
Fiserv
FI
+$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
51
$6.51M 0.41%
200,307
-10,173
52
$6.48M 0.4%
80,758
+3,789
53
$6.47M 0.4%
33,876
-1,016
54
$6.45M 0.4%
109,081
+13,168
55
$6.4M 0.4%
80,662
-638
56
$6.39M 0.4%
58,346
-93
57
$6.35M 0.4%
45,304
+20,759
58
$6.3M 0.39%
39,460
-7,231
59
$6.3M 0.39%
130,660
-1,907
60
$6.17M 0.38%
49,773
-1,517
61
$6.14M 0.38%
45,337
+21,063
62
$6.09M 0.38%
121,718
-10,096
63
$5.98M 0.37%
87,228
+5,435
64
$5.87M 0.37%
85,719
+4,029
65
$5.66M 0.35%
66,715
-624
66
$5.62M 0.35%
50,189
+1,029
67
$5.53M 0.34%
93,244
+1,145
68
$5.49M 0.34%
127,233
+9,176
69
$5.49M 0.34%
31,184
+2,653
70
$5.41M 0.34%
67,131
+551
71
$5.28M 0.33%
21,339
-13,582
72
$5.26M 0.33%
114,223
-16,606
73
$5.14M 0.32%
21,103
+3,402
74
$5.13M 0.32%
64,375
+12,900
75
$5.06M 0.32%
75,744
+15,797
1 2
3
4 5