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
$1.6B
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
FISV
Fiserv Inc
FISV
+$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
751
$221K 0.01%
4,174
+174
752
$220K 0.01%
3,629
+1,189
753
$220K 0.01%
2,742
-100
754
$219K 0.01%
715
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755
$218K 0.01%
4,830
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756
$218K 0.01%
4,123
-75
757
$218K 0.01%
8,595
758
$217K 0.01%
7,222
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759
$217K 0.01%
11,662
-664
760
$216K 0.01%
1,335
-39
761
$216K 0.01%
3,942
-65
762
$214K 0.01%
6,877
-263
763
$214K 0.01%
4,482
-194
764
$214K 0.01%
12,593
+1,219
765
$213K 0.01%
5,524
-179
766
$213K 0.01%
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767
$213K 0.01%
5,267
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768
$212K 0.01%
9,925
-189
769
$212K 0.01%
2,757
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770
$211K 0.01%
1,658
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771
$211K 0.01%
6,578
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772
$209K 0.01%
5,976
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773
$209K 0.01%
2,234
-98
774
$208K 0.01%
2,467
-111
775
$208K 0.01%
16,036
-672
29 30
31
32 33