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
$1.66B
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,926
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.05M
3
+$1.5M
4
KHC icon
Kraft Heinz
KHC
+$1.17M
5
AIG icon
American International
AIG
+$1.04M

Top Sells

1
+$3.23M
2
+$3.04M
3
+$2.94M
4
MDT icon
Medtronic
MDT
+$2.56M
5
V icon
Visa
V
+$2.55M

Sector Composition

1 Financials 16.76%
2 Technology 15.63%
3 Healthcare 12.58%
4 Industrials 9.28%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$95K 0.01%
2,076
+151
1152
$95K 0.01%
2,017
1153
$95K 0.01%
966
+2
1154
$94K 0.01%
6,970
+170
1155
$94K 0.01%
2,531
+190
1156
$93K 0.01%
2,400
1157
$93K 0.01%
+2,683
1158
$92K 0.01%
1,614
1159
$92K 0.01%
10,739
1160
$92K 0.01%
4,008
1161
$91K 0.01%
1,536
1162
$91K 0.01%
2,235
+57
1163
$91K 0.01%
2,967
+1,154
1164
$91K 0.01%
1,009
1165
$91K 0.01%
2,635
1166
$90K 0.01%
1,909
1167
$90K 0.01%
+1,252
1168
$90K 0.01%
3,300
1169
$89K 0.01%
3,798
-7
1170
$89K 0.01%
975
1171
$88K 0.01%
3,005
1172
$88K 0.01%
3,210
1173
$88K 0.01%
680
1174
$87K 0.01%
2,390
1175
$87K 0.01%
1,307
45 46
47
48 49