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
1101
$84K 0.01%
3,535
+450
1102
$84K 0.01%
1,276
+76
1103
$84K 0.01%
1,646
+12
1104
$84K 0.01%
3,103
+253
1105
$84K 0.01%
7,521
+306
1106
$83K 0.01%
2,519
1107
$82K 0.01%
1,496
+84
1108
$82K 0.01%
+5,476
1109
$81K 0.01%
6,887
+283
1110
$81K 0.01%
2,117
+96
1111
$81K 0.01%
6,244
+291
1112
$81K 0.01%
1,246
+6
1113
$81K 0.01%
+1,435
1114
$81K 0.01%
2,382
+102
1115
$81K 0.01%
957
+38
1116
$80K 0.01%
1,200
1117
$80K 0.01%
731
1118
$80K 0.01%
2,066
+76
1119
$80K 0.01%
680
1120
$78K 0.01%
425
+41
1121
$78K 0.01%
2,543
+102
1122
$78K 0.01%
2,638
+102
1123
$77K 0.01%
3,237
+138
1124
$77K 0.01%
2,451
+130
1125
$77K 0.01%
4,332
+172
43 44
45
46 47