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
1076
$90K 0.01%
1,522
+66
1077
$90K 0.01%
1,223
+70
1078
$90K 0.01%
5,724
+220
1079
$90K 0.01%
4,488
+194
1080
$89K 0.01%
3,356
+132
1081
$88K 0.01%
1,715
+68
1082
$88K 0.01%
910
+50
1083
$87K 0.01%
3,803
+175
1084
$87K 0.01%
1,591
+93
1085
$87K 0.01%
4,112
+151
1086
$86K 0.01%
7,486
+287
1087
$86K 0.01%
1,593
+59
1088
$86K 0.01%
598
+29
1089
$86K 0.01%
735
+31
1090
$86K 0.01%
+2,446
1091
$86K 0.01%
2,301
+324
1092
$85K 0.01%
509
+20
1093
$85K 0.01%
1,914
+109
1094
$85K 0.01%
1,165
+60
1095
$85K 0.01%
2,137
+112
1096
$85K 0.01%
1,340
+62
1097
$85K 0.01%
5,338
-616
1098
$85K 0.01%
3,859
+155
1099
$85K 0.01%
1,667
1100
$85K 0.01%
1,053
+65
42 43
44
45 46