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
$1.6B
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
FI icon
Fiserv
FI
+$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
76
$4.91M 0.31%
77,663
-2,052
77
$4.86M 0.3%
30,557
-880
78
$4.82M 0.3%
107,732
+11,552
79
$4.82M 0.3%
34,941
-1,201
80
$4.81M 0.3%
55,959
-4,823
81
$4.79M 0.3%
76,920
-3,717
82
$4.66M 0.29%
22,116
-388
83
$4.63M 0.29%
34,332
-963
84
$4.58M 0.29%
42,615
-1,602
85
$4.54M 0.28%
26,796
+1,512
86
$4.49M 0.28%
31,246
+76
87
$4.48M 0.28%
39,925
+7,225
88
$4.44M 0.28%
59,004
-14,706
89
$4.4M 0.27%
267,427
+171,933
90
$4.3M 0.27%
31,584
+845
91
$4.27M 0.27%
14,191
-44
92
$4.25M 0.26%
84,048
-576
93
$4.2M 0.26%
51,319
-1,987
94
$4.11M 0.26%
16,963
-4,168
95
$4.09M 0.25%
77,451
+425
96
$4.06M 0.25%
10,654
-434
97
$3.99M 0.25%
68,369
+2,409
98
$3.98M 0.25%
24,785
-2,502
99
$3.96M 0.25%
30,519
+6,682
100
$3.93M 0.24%
25,658
2 3
4
5 6