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
751
$22K ﹤0.01%
500
752
$22K ﹤0.01%
760
753
$22K ﹤0.01%
90
754
$21K ﹤0.01%
391
755
$20K ﹤0.01%
1,000
756
$20K ﹤0.01%
580
757
$20K ﹤0.01%
5,550
758
$20K ﹤0.01%
992
759
$20K ﹤0.01%
365
760
$19K ﹤0.01%
310
-1,005
761
$19K ﹤0.01%
550
762
$19K ﹤0.01%
885
763
$18K ﹤0.01%
223
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764
$18K ﹤0.01%
1,470
765
$18K ﹤0.01%
225
+25
766
$18K ﹤0.01%
760
767
$17K ﹤0.01%
360
768
$17K ﹤0.01%
700
769
$16K ﹤0.01%
161
770
$16K ﹤0.01%
1,096
771
$16K ﹤0.01%
504
772
$16K ﹤0.01%
354
773
$16K ﹤0.01%
500
774
$16K ﹤0.01%
767
775
$16K ﹤0.01%
596
29 30
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