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
826
$186K 0.01%
4,611
-53
827
$186K 0.01%
5,176
+174
828
$185K 0.01%
2,255
-100
829
$185K 0.01%
1,923
-47
830
$185K 0.01%
90,058
+4,352
831
$184K 0.01%
9,474
-135
832
$183K 0.01%
1,860
-64
833
$183K 0.01%
7,489
-429
834
$183K 0.01%
9,384
-383
835
$183K 0.01%
1,292
-43
836
$182K 0.01%
6,128
+286
837
$182K 0.01%
2,313
+8
838
$182K 0.01%
1,075
+40
839
$180K 0.01%
5,187
+218
840
$180K 0.01%
2,886
+18
841
$179K 0.01%
4,356
-201
842
$178K 0.01%
9,413
-161
843
$178K 0.01%
3,444
-148
844
$177K 0.01%
2,850
-26
845
$177K 0.01%
3,129
+316
846
$177K 0.01%
+5,547
847
$177K 0.01%
8,740
-327
848
$176K 0.01%
5,008
849
$176K 0.01%
3,536
-328
850
$174K 0.01%
8,893
+399
32 33
34
35 36