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
1126
$86K 0.01%
954
+20
1127
$86K 0.01%
2,365
-92
1128
$86K 0.01%
543
1129
$86K 0.01%
2,548
1130
$85K 0.01%
1,110
1131
$84K 0.01%
2,523
1132
$84K 0.01%
1,021
1133
$84K 0.01%
8,345
1134
$84K 0.01%
4,069
+191
1135
$84K 0.01%
1,596
-138
1136
$83K 0.01%
2,772
+194
1137
$83K 0.01%
13,806
-600
1138
$83K 0.01%
5,277
-216
1139
$82K 0.01%
+3,835
1140
$82K 0.01%
1,610
1141
$82K 0.01%
1,176
1142
$82K 0.01%
3,651
1143
$82K 0.01%
682
1144
$82K 0.01%
106
1145
$82K 0.01%
3,520
1146
$81K 0.01%
5,784
-286
1147
$81K 0.01%
3,505
-157
1148
$80K 0.01%
930
+57
1149
$80K 0.01%
3,210
1150
$80K 0.01%
1,479
44 45
46
47 48