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
776
$215K 0.02%
2,876
+180
777
$215K 0.02%
4,263
+254
778
$215K 0.02%
2,354
+151
779
$215K 0.02%
3,107
+185
780
$215K 0.02%
4,448
+263
781
$215K 0.02%
4,923
782
$214K 0.02%
2,816
+1,437
783
$213K 0.02%
13,995
+900
784
$213K 0.02%
4,403
785
$212K 0.01%
6,171
+433
786
$211K 0.01%
3,547
787
$211K 0.01%
4,996
+295
788
$209K 0.01%
1,579
789
$209K 0.01%
2,551
+150
790
$208K 0.01%
3,561
+223
791
$207K 0.01%
5,843
+349
792
$207K 0.01%
3,596
793
$207K 0.01%
9,267
+549
794
$205K 0.01%
5,415
+300
795
$204K 0.01%
8,635
796
$204K 0.01%
17,504
+1,092
797
$204K 0.01%
2,356
+85
798
$203K 0.01%
326
+19
799
$203K 0.01%
3,653
+215
800
$203K 0.01%
+1,663