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
801
$203K 0.01%
2,399
+143
802
$203K 0.01%
4,768
803
$202K 0.01%
6,455
+446
804
$202K 0.01%
3,875
+172
805
$202K 0.01%
1,961
806
$201K 0.01%
7,315
-31
807
$200K 0.01%
5,871
+3,162
808
$200K 0.01%
6,292
-545
809
$200K 0.01%
5,131
+331
810
$199K 0.01%
8,137
811
$198K 0.01%
6,319
812
$198K 0.01%
6,287
+360
813
$198K 0.01%
1,284
+75
814
$198K 0.01%
3,425
815
$196K 0.01%
3,723
816
$195K 0.01%
7,982
+553
817
$194K 0.01%
4,883
+290
818
$193K 0.01%
3,622
819
$193K 0.01%
1,966
820
$193K 0.01%
11,064
+3,970
821
$192K 0.01%
5,058
+301
822
$192K 0.01%
16,713
+547
823
$192K 0.01%
14,211
+799
824
$192K 0.01%
6,264
+372
825
$191K 0.01%
6,815
+426
31 32
33
34 35