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
951
$134K 0.01%
7,534
+525
952
$133K 0.01%
3,592
+124
953
$133K 0.01%
+5,353
954
$133K 0.01%
4,891
+456
955
$133K 0.01%
8,188
956
$132K 0.01%
2,939
+192
957
$132K 0.01%
+1,024
958
$132K 0.01%
2,658
+178
959
$131K 0.01%
5,083
960
$131K 0.01%
9,108
+352
961
$129K 0.01%
+6,820
962
$129K 0.01%
33,988
+2,026
963
$129K 0.01%
4,642
+173
964
$129K 0.01%
3,042
965
$129K 0.01%
3,234
+85
966
$129K 0.01%
9,699
+382
967
$127K 0.01%
1,878
+39
968
$126K 0.01%
5,017
+200
969
$126K 0.01%
919
+45
970
$126K 0.01%
9,787
+1,172
971
$126K 0.01%
2,354
+93
972
$125K 0.01%
1,677
973
$124K 0.01%
13,392
+810
974
$124K 0.01%
3,858
+471
975
$124K 0.01%
2,911