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
901
$159K 0.01%
3,224
+120
902
$158K 0.01%
1,842
+811
903
$157K 0.01%
1,787
+156
904
$156K 0.01%
10,935
905
$156K 0.01%
4,216
+267
906
$154K 0.01%
6,134
+245
907
$154K 0.01%
2,564
+153
908
$154K 0.01%
3,072
+204
909
$153K 0.01%
7,496
+467
910
$153K 0.01%
2,694
+429
911
$152K 0.01%
2,762
+173
912
$152K 0.01%
2,188
+144
913
$152K 0.01%
10,338
-2,896
914
$152K 0.01%
5,240
+24
915
$152K 0.01%
2,094
+396
916
$151K 0.01%
29,891
+1,957
917
$150K 0.01%
2,487
+164
918
$150K 0.01%
2,219
919
$149K 0.01%
9,218
+639
920
$149K 0.01%
2,524
+97
921
$147K 0.01%
3,313
+246
922
$147K 0.01%
17,434
923
$146K 0.01%
2,809
+122
924
$146K 0.01%
4,923
925
$145K 0.01%
2,819
+185
35 36
37
38 39