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
1026
$118K 0.01%
543
1027
$118K 0.01%
1,768
1028
$117K 0.01%
2,175
-57
1029
$117K 0.01%
1,446
-67
1030
$117K 0.01%
5,875
1031
$117K 0.01%
1,775
1032
$116K 0.01%
4,111
1033
$116K 0.01%
2,532
-45
1034
$116K 0.01%
5,765
+179
1035
$116K 0.01%
4,782
-220
1036
$115K 0.01%
1,720
+59
1037
$115K 0.01%
3,049
-538
1038
$115K 0.01%
2,790
1039
$114K 0.01%
2,535
1040
$114K 0.01%
6,005
-120
1041
$113K 0.01%
3,174
-71
1042
$113K 0.01%
2,302
-106
1043
$113K 0.01%
1,239
+80
1044
$111K 0.01%
773
1045
$111K 0.01%
3,162
-145
1046
$111K 0.01%
1,888
-81
1047
$111K 0.01%
3,786
+188
1048
$111K 0.01%
4,357
+212
1049
$111K 0.01%
1,769
+40
1050
$110K 0.01%
7,068
+351
40 41
42
43 44