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
776
$208K 0.01%
1,989
+75
777
$208K 0.01%
2,756
+50
778
$207K 0.01%
1,634
779
$207K 0.01%
7,802
-345
780
$207K 0.01%
2,025
-50
781
$206K 0.01%
9,314
-320
782
$206K 0.01%
2,584
-93
783
$206K 0.01%
5,868
+18
784
$206K 0.01%
1,921
-83
785
$205K 0.01%
832
-81
786
$205K 0.01%
5,953
-44
787
$204K 0.01%
2,699
-53
788
$203K 0.01%
468
-20
789
$203K 0.01%
8,792
-387
790
$203K 0.01%
7,415
+316
791
$202K 0.01%
1,288
-29
792
$202K 0.01%
6,529
+317
793
$202K 0.01%
14,265
794
$202K 0.01%
3,005
-127
795
$201K 0.01%
3,817
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796
$201K 0.01%
+5,209
797
$200K 0.01%
2,414
-103
798
$200K 0.01%
4,226
-160
799
$200K 0.01%
1,784
+56
800
$199K 0.01%
2,460
+130
30 31
32
33 34