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
1051
$97K 0.01%
1,261
+74
1052
$97K 0.01%
+1,735
1053
$97K 0.01%
11,195
+360
1054
$97K 0.01%
2,225
+108
1055
$97K 0.01%
16,342
+647
1056
$95K 0.01%
2,368
+89
1057
$95K 0.01%
2,465
+80
1058
$95K 0.01%
151
+6
1059
$94K 0.01%
10,264
+380
1060
$94K 0.01%
2,177
+87
1061
$94K 0.01%
+4,495
1062
$93K 0.01%
633
+31
1063
$93K 0.01%
5,116
+254
1064
$93K 0.01%
1,409
1065
$93K 0.01%
1,955
+68
1066
$93K 0.01%
1,703
+102
1067
$92K 0.01%
1,897
+97
1068
$92K 0.01%
2,523
+32
1069
$92K 0.01%
950
+44
1070
$92K 0.01%
18,472
1071
$92K 0.01%
5,000
1072
$91K 0.01%
2,257
+109
1073
$91K 0.01%
2,886
+146
1074
$91K 0.01%
3,300
1075
$90K 0.01%
2,197
+100
41 42
43
44 45