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
1151
$80K 0.01%
2,342
-91
1152
$80K 0.01%
1,967
+113
1153
$80K 0.01%
1,729
-65
1154
$79K ﹤0.01%
1,956
+100
1155
$79K ﹤0.01%
730
+32
1156
$79K ﹤0.01%
1,413
+47
1157
$79K ﹤0.01%
+621
1158
$78K ﹤0.01%
2,674
+93
1159
$78K ﹤0.01%
1,095
1160
$78K ﹤0.01%
1,432
1161
$78K ﹤0.01%
1,147
1162
$78K ﹤0.01%
3,123
1163
$77K ﹤0.01%
1,843
+52
1164
$77K ﹤0.01%
2,819
-118
1165
$76K ﹤0.01%
3,347
-165
1166
$76K ﹤0.01%
14,104
+1,056
1167
$75K ﹤0.01%
3,679
+157
1168
$75K ﹤0.01%
3,462
+156
1169
$75K ﹤0.01%
1,478
1170
$75K ﹤0.01%
1,680
+49
1171
$75K ﹤0.01%
5,574
+273
1172
$75K ﹤0.01%
1,974
-86
1173
$74K ﹤0.01%
1,026
-46
1174
$74K ﹤0.01%
1,619
-71
1175
$74K ﹤0.01%
6,428
45 46
47
48 49