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
851
$5K ﹤0.01%
460
852
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853
$4K ﹤0.01%
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854
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855
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856
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857
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399
858
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861
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862
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630
863
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864
$4K ﹤0.01%
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865
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866
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867
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47
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868
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869
$4K ﹤0.01%
500
870
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28
871
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872
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873
$3K ﹤0.01%
190
874
$3K ﹤0.01%
70
875
$3K ﹤0.01%
230
33 34
35
36 37