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
$1.31B
AUM Growth
+$74.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$8.97M
3
+$8.23M
4
PFE icon
Pfizer
PFE
+$2.54M
5
XOM icon
Exxon Mobil
XOM
+$2.35M

Top Sells

1
+$10.8M
2
+$8.39M
3
+$3.52M
4
FDO
FAMILY DOLLAR STORES
FDO
+$2.02M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.47M

Sector Composition

1 Healthcare 17.44%
2 Financials 14.72%
3 Technology 12.51%
4 Industrials 10.03%
5 Consumer Discretionary 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$11K ﹤0.01%
1,850
802
$11K ﹤0.01%
2,608
-2
803
$11K ﹤0.01%
107
804
$11K ﹤0.01%
100
805
$11K ﹤0.01%
700
806
$10K ﹤0.01%
1,100
807
$10K ﹤0.01%
1,720
808
$10K ﹤0.01%
134
809
$10K ﹤0.01%
600
810
$10K ﹤0.01%
273
811
$9K ﹤0.01%
350
812
$9K ﹤0.01%
540
813
$9K ﹤0.01%
400
814
$9K ﹤0.01%
280
815
$9K ﹤0.01%
270
816
$8K ﹤0.01%
1,378
817
$8K ﹤0.01%
90
818
$8K ﹤0.01%
200
819
$8K ﹤0.01%
225
820
$8K ﹤0.01%
250
821
$8K ﹤0.01%
104
822
$8K ﹤0.01%
140
823
$8K ﹤0.01%
80
824
$8K ﹤0.01%
523
825
$7K ﹤0.01%
500
31 32
33
34 35