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
876
$163K 0.01%
7,732
-261
877
$162K 0.01%
2,712
+72
878
$162K 0.01%
2,357
-19
879
$162K 0.01%
4,157
+183
880
$162K 0.01%
2,502
881
$162K 0.01%
2,800
+77
882
$162K 0.01%
2,745
+1,875
883
$162K 0.01%
8,556
-159
884
$162K 0.01%
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-412
885
$161K 0.01%
2,133
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886
$161K 0.01%
3,352
-135
887
$160K 0.01%
1,971
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888
$160K 0.01%
11,413
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$159K 0.01%
2,299
890
$159K 0.01%
4,256
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$159K 0.01%
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892
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894
$158K 0.01%
1,253
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895
$158K 0.01%
2,588
896
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3,629
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$158K 0.01%
5,857
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898
$157K 0.01%
2,876
899
$157K 0.01%
1,837
-71
900
$157K 0.01%
9,720
+1,030
34 35
36
37 38