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
951
$139K 0.01%
4,098
-2,914
952
$139K 0.01%
849
953
$139K 0.01%
3,730
954
$139K 0.01%
5,274
955
$138K 0.01%
2,573
+99
956
$137K 0.01%
11,072
+255
957
$137K 0.01%
2,046
-80
958
$137K 0.01%
2,856
959
$136K 0.01%
1,050
+40
960
$136K 0.01%
2,402
-110
961
$136K 0.01%
1,478
962
$136K 0.01%
1,002
963
$136K 0.01%
3,612
-117
964
$136K 0.01%
2,401
965
$135K 0.01%
4,778
-251
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$135K 0.01%
3,208
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967
$135K 0.01%
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968
$134K 0.01%
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969
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5,823
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970
$134K 0.01%
5,383
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$133K 0.01%
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$133K 0.01%
2,136
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973
$133K 0.01%
2,328
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974
$132K 0.01%
13,504
+587
975
$132K 0.01%
3,286
+165
37 38
39
40 41