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
851
$173K 0.01%
10,316
-427
852
$173K 0.01%
3,281
-119
853
$173K 0.01%
279
+36
854
$173K 0.01%
2,475
+110
855
$172K 0.01%
2,180
-95
856
$172K 0.01%
2,774
+57
857
$172K 0.01%
1,983
+56
858
$171K 0.01%
3,340
+130
859
$171K 0.01%
2,053
+81
860
$171K 0.01%
2,516
-94
861
$170K 0.01%
3,825
-12
862
$170K 0.01%
2,239
+106
863
$170K 0.01%
1,959
-575
864
$170K 0.01%
14,564
+650
865
$168K 0.01%
10,261
+350
866
$168K 0.01%
3,392
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867
$167K 0.01%
1,901
+81
868
$167K 0.01%
10,112
+741
869
$167K 0.01%
17,405
-750
870
$167K 0.01%
2,940
-69
871
$166K 0.01%
7,271
+362
872
$166K 0.01%
4,593
+200
873
$166K 0.01%
1,577
+47
874
$163K 0.01%
1,688
875
$163K 0.01%
238
-7
33 34
35
36 37