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
1176
$86K 0.01%
1,272
1177
$86K 0.01%
2,427
1178
$86K 0.01%
1,735
1179
$86K 0.01%
844
1180
$86K 0.01%
2,240
1181
$85K 0.01%
1,610
1182
$84K 0.01%
1,579
1183
$84K 0.01%
1,778
1184
$84K 0.01%
+7,268
1185
$84K 0.01%
8,593
+695
1186
$83K 0.01%
1,184
1187
$83K 0.01%
6,245
+655
1188
$83K 0.01%
1,549
1189
$83K 0.01%
471
1190
$83K 0.01%
1,854
1191
$81K ﹤0.01%
1,284
+7
1192
$81K ﹤0.01%
1,566
1193
$81K ﹤0.01%
2,417
+84
1194
$81K ﹤0.01%
2,218
1195
$79K ﹤0.01%
1,908
-238
1196
$79K ﹤0.01%
2,386
1197
$79K ﹤0.01%
3,849
+281
1198
$79K ﹤0.01%
3,093
1199
$79K ﹤0.01%
821
1200
$79K ﹤0.01%
7,141
46 47
48
49 50