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
1051
$110K 0.01%
10,190
+419
1052
$110K 0.01%
2,901
-122
1053
$110K 0.01%
697
1054
$110K 0.01%
1,602
1055
$110K 0.01%
1,736
1056
$110K 0.01%
2,202
1057
$109K 0.01%
1,200
1058
$109K 0.01%
2,485
-106
1059
$109K 0.01%
4,695
-195
1060
$109K 0.01%
5,835
1061
$109K 0.01%
9,705
-76
1062
$109K 0.01%
2,667
1063
$109K 0.01%
979
1064
$108K 0.01%
6,305
-250
1065
$108K 0.01%
3,676
+163
1066
$108K 0.01%
4,967
1067
$108K 0.01%
3,366
-187
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$107K 0.01%
13,938
+796
1069
$106K 0.01%
1,577
-68
1070
$106K 0.01%
2,971
1071
$106K 0.01%
3,721
1072
$105K 0.01%
5,203
1073
$105K 0.01%
2,428
-108
1074
$105K 0.01%
4,742
-190
1075
$105K 0.01%
2,371
-100
41 42
43
44 45