LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
76
$3.78M 0.27%
34,007
+3,859
77
$3.76M 0.27%
49,694
+830
78
$3.76M 0.27%
31,316
+2,570
79
$3.67M 0.26%
16,356
+397
80
$3.67M 0.26%
22,951
-4,408
81
$3.64M 0.26%
38,111
+898
82
$3.52M 0.25%
26,126
83
$3.5M 0.25%
61,850
+8,525
84
$3.4M 0.24%
72,832
+3,478
85
$3.35M 0.24%
43,185
+2,659
86
$3.34M 0.24%
20,659
-276
87
$3.26M 0.23%
66,600
+18,875
88
$3.23M 0.23%
112,375
+2,678
89
$3.17M 0.22%
44,607
+6,700
90
$3.15M 0.22%
23,816
+643
91
$3.04M 0.21%
101,732
+6,608
92
$3.04M 0.21%
26,493
-2,446
93
$2.97M 0.21%
12,420
+1,335
94
$2.97M 0.21%
24,262
+900
95
$2.92M 0.21%
59,430
+4,028
96
$2.9M 0.2%
3,672
+89
97
$2.83M 0.2%
12,179
+22
98
$2.81M 0.2%
47,287
-3,531
99
$2.8M 0.2%
44,414
+3,542
100
$2.8M 0.2%
15,738
+1,237
2 3
4
5 6