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
$1.66B
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,926
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.05M
3
+$1.5M
4
KHC icon
Kraft Heinz
KHC
+$1.17M
5
AIG icon
American International
AIG
+$1.04M

Top Sells

1
+$3.23M
2
+$3.04M
3
+$2.94M
4
MDT icon
Medtronic
MDT
+$2.56M
5
V icon
Visa
V
+$2.55M

Sector Composition

1 Financials 16.76%
2 Technology 15.63%
3 Healthcare 12.58%
4 Industrials 9.28%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$198K 0.01%
2,773
877
$197K 0.01%
2,437
878
$197K 0.01%
11,894
+531
879
$196K 0.01%
3,612
+175
880
$195K 0.01%
3,506
-121
881
$195K 0.01%
8,520
-615
882
$195K 0.01%
3,318
883
$194K 0.01%
5,315
884
$194K 0.01%
3,239
-202
885
$194K 0.01%
1,286
-13
886
$193K 0.01%
8,149
-1,269
887
$192K 0.01%
+14,807
888
$192K 0.01%
6,987
-136
889
$192K 0.01%
2,519
890
$191K 0.01%
1,526
-122
891
$191K 0.01%
2,218
-142
892
$191K 0.01%
9,547
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893
$190K 0.01%
14,317
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894
$190K 0.01%
1,975
895
$190K 0.01%
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896
$189K 0.01%
5,915
-9
897
$188K 0.01%
8,161
898
$187K 0.01%
4,173
+450
899
$187K 0.01%
3,556
+120
900
$187K 0.01%
1,743
+57
34 35
36
37 38