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
876
$168K 0.01%
27,775
+1,539
877
$167K 0.01%
5,795
878
$167K 0.01%
3,700
+145
879
$167K 0.01%
2,127
880
$167K 0.01%
1,575
881
$167K 0.01%
4,277
+277
882
$166K 0.01%
324
+19
883
$166K 0.01%
2,550
-558
884
$166K 0.01%
8,903
+589
885
$165K 0.01%
9,890
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886
$165K 0.01%
4,624
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$165K 0.01%
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890
$163K 0.01%
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891
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2,348
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894
$161K 0.01%
6,562
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895
$160K 0.01%
7,252
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$160K 0.01%
11,536
897
$160K 0.01%
4,536
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898
$160K 0.01%
4,583
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899
$160K 0.01%
+1,316
900
$159K 0.01%
3,896
+155