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
$831M
AUM Growth
+$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.72M
3
+$7.36M
4
M icon
Macy's
M
+$4.06M
5
DFS
Discover Financial Services
DFS
+$3.29M

Top Sells

1
+$12.2M
2
+$10.4M
3
+$7.53M
4
VLO icon
Valero Energy
VLO
+$7.3M
5
ORCL icon
Oracle
ORCL
+$4.37M

Sector Composition

1 Healthcare 17.45%
2 Financials 13.33%
3 Technology 13.03%
4 Consumer Staples 9.52%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
30
777
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500
778
$2K ﹤0.01%
230
779
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77
780
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334
781
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60
782
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40
783
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685
784
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785
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786
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350
787
$2K ﹤0.01%
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788
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789
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180
790
$2K ﹤0.01%
360
791
$2K ﹤0.01%
55
792
$2K ﹤0.01%
51
793
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794
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795
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1,200
796
$2K ﹤0.01%
40
797
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50
798
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50
799
$2K ﹤0.01%
40
800
$2K ﹤0.01%
290
30 31
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