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
976
$132K 0.01%
6,535
+258
977
$132K 0.01%
861
+25
978
$132K 0.01%
7,133
-301
979
$132K 0.01%
7,755
-101
980
$131K 0.01%
6,235
+278
981
$130K 0.01%
6,358
+348
982
$130K 0.01%
73,488
+3,550
983
$129K 0.01%
6,676
-741
984
$128K 0.01%
8,189
985
$127K 0.01%
976
986
$127K 0.01%
2,539
+81
987
$127K 0.01%
4,372
988
$127K 0.01%
2,933
989
$126K 0.01%
4,892
+168
990
$126K 0.01%
2,880
-120
991
$126K 0.01%
3,827
-165
992
$126K 0.01%
4,374
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993
$125K 0.01%
4,276
-63
994
$125K 0.01%
6,495
-291
995
$125K 0.01%
622
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$125K 0.01%
9,989
-76
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$125K 0.01%
988
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$125K 0.01%
1,134
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999
$125K 0.01%
4,560
-182
1000
$125K 0.01%
+6,301
38 39
40
41 42