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
1026
$105K 0.01%
940
1027
$104K 0.01%
5,413
1028
$104K 0.01%
1,677
+85
1029
$104K 0.01%
2,870
+107
1030
$103K 0.01%
+658
1031
$103K 0.01%
606
+24
1032
$103K 0.01%
1,417
+71
1033
$102K 0.01%
943
+52
1034
$102K 0.01%
1,281
+47
1035
$101K 0.01%
1,476
+53
1036
$101K 0.01%
850
1037
$101K 0.01%
1,548
1038
$101K 0.01%
2,987
+137
1039
$101K 0.01%
2,983
+41
1040
$100K 0.01%
4,191
+217
1041
$100K 0.01%
4,000
1042
$100K 0.01%
1,194
+44
1043
$99K 0.01%
5,897
+236
1044
$99K 0.01%
+6,953
1045
$98K 0.01%
3,007
+110
1046
$98K 0.01%
2,200
+108
1047
$98K 0.01%
3,210
1048
$98K 0.01%
1,137
+65
1049
$98K 0.01%
26,548
+1,241
1050
$97K 0.01%
7,262
+525
40 41
42
43 44