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
926
$176K 0.01%
5,849
+318
927
$176K 0.01%
3,462
928
$176K 0.01%
4,233
-25
929
$175K 0.01%
4,334
-43
930
$175K 0.01%
5,865
-55
931
$174K 0.01%
3,648
+75
932
$173K 0.01%
4,103
-456
933
$173K 0.01%
7,470
-22
934
$173K 0.01%
5,311
-812
935
$173K 0.01%
1,174
-312
936
$172K 0.01%
4,623
937
$171K 0.01%
2,259
938
$171K 0.01%
3,929
939
$170K 0.01%
6,250
-409
940
$170K 0.01%
8,743
-263
941
$170K 0.01%
6,076
+162
942
$169K 0.01%
8,392
-163
943
$169K 0.01%
2,234
+42
944
$169K 0.01%
2,409
+55
945
$169K 0.01%
3,221
946
$169K 0.01%
3,540
-73
947
$168K 0.01%
4,681
+19
948
$168K 0.01%
4,847
+63
949
$168K 0.01%
2,202
+49
950
$167K 0.01%
5,766
-21
36 37
38
39 40