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
751
$227K 0.02%
4,130
+277
752
$226K 0.02%
6,158
-280
753
$226K 0.02%
2,676
754
$226K 0.02%
15,023
+888
755
$226K 0.02%
6,782
+435
756
$226K 0.02%
5,888
+347
757
$223K 0.02%
7,966
+496
758
$223K 0.02%
8,330
-3
759
$222K 0.02%
11,822
+769
760
$222K 0.02%
8,764
+523
761
$222K 0.02%
1,576
+94
762
$222K 0.02%
1,571
763
$222K 0.02%
7,191
+448
764
$222K 0.02%
6,034
+373
765
$221K 0.02%
3,203
+189
766
$221K 0.02%
20,414
+2,369
767
$220K 0.02%
14,500
+858
768
$220K 0.02%
4,798
+286
769
$219K 0.02%
4,178
+228
770
$218K 0.02%
2,459
-263
771
$218K 0.02%
3,019
772
$218K 0.02%
4,706
+574
773
$218K 0.02%
4,291
+823
774
$216K 0.02%
14,265
775
$216K 0.02%
9,176
+538
29 30
31
32 33