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
801
$199K 0.01%
5,487
-200
802
$198K 0.01%
2,177
-30
803
$198K 0.01%
2,531
-43
804
$197K 0.01%
3,049
-107
805
$196K 0.01%
3,977
-49
806
$196K 0.01%
3,911
+205
807
$195K 0.01%
4,211
-80
808
$195K 0.01%
6,251
-254
809
$195K 0.01%
4,154
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810
$194K 0.01%
2,716
-88
811
$194K 0.01%
6,541
+279
812
$194K 0.01%
11,760
-414
813
$193K 0.01%
7,414
814
$191K 0.01%
3,468
-153
815
$191K 0.01%
649
-17
816
$190K 0.01%
2,982
817
$189K 0.01%
2,680
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818
$189K 0.01%
6,508
-43
819
$188K 0.01%
4,020
820
$188K 0.01%
+9,196
821
$188K 0.01%
6,126
+2,766
822
$188K 0.01%
5,618
+240
823
$187K 0.01%
10,084
-382
824
$187K 0.01%
6,370
-80
825
$186K 0.01%
17,536
-26
31 32
33
34 35