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
926
$144K 0.01%
7,926
+527
927
$144K 0.01%
3,199
+116
928
$144K 0.01%
1,833
+188
929
$144K 0.01%
3,786
930
$143K 0.01%
1,920
-159
931
$143K 0.01%
4,903
+301
932
$143K 0.01%
1,971
+73
933
$143K 0.01%
5,704
+357
934
$142K 0.01%
5,284
+371
935
$142K 0.01%
1,514
+16
936
$141K 0.01%
5,202
937
$141K 0.01%
6,443
+239
938
$140K 0.01%
3,123
+190
939
$140K 0.01%
4,088
+159
940
$140K 0.01%
11,420
-6,987
941
$139K 0.01%
13,567
+499
942
$138K 0.01%
99
+7
943
$136K 0.01%
3,494
+215
944
$136K 0.01%
3,742
945
$136K 0.01%
2,242
+154
946
$135K 0.01%
8,741
+3,988
947
$135K 0.01%
1,342
948
$135K 0.01%
5,258
+10
949
$135K 0.01%
6,194
+465
950
$134K 0.01%
1,775