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
851
$181K 0.01%
2,316
+150
852
$181K 0.01%
6,864
+408
853
$180K 0.01%
11,867
+700
854
$178K 0.01%
21,374
+1,222
855
$177K 0.01%
2,202
+141
856
$177K 0.01%
2,385
857
$177K 0.01%
9,356
+319
858
$177K 0.01%
6,111
+382
859
$176K 0.01%
4,527
860
$176K 0.01%
5,164
+344
861
$175K 0.01%
2,839
+186
862
$175K 0.01%
6,998
863
$174K 0.01%
5,560
+327
864
$174K 0.01%
180
+16
865
$174K 0.01%
10,287
+673
866
$172K 0.01%
2,105
867
$172K 0.01%
3,082
+194
868
$172K 0.01%
6,253
+404
869
$172K 0.01%
4,464
870
$171K 0.01%
7,855
+476
871
$171K 0.01%
3,460
-120
872
$171K 0.01%
15,832
873
$170K 0.01%
2,759
+164
874
$170K 0.01%
3,121
+184
875
$169K 0.01%
+2,074
33 34
35
36 37