LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
101
$2.78M 0.2%
41,137
-929
102
$2.76M 0.19%
111,419
-5,130
103
$2.75M 0.19%
26,474
+3,232
104
$2.71M 0.19%
68,587
-1,749
105
$2.71M 0.19%
+38,550
106
$2.64M 0.19%
35,128
+1,262
107
$2.62M 0.18%
57,825
-6,275
108
$2.56M 0.18%
33,457
+1,358
109
$2.54M 0.18%
34,205
+4,751
110
$2.49M 0.18%
86,176
-42,000
111
$2.49M 0.18%
26,279
+920
112
$2.47M 0.17%
15,869
+2,428
113
$2.46M 0.17%
26,577
+869
114
$2.42M 0.17%
53,015
-2,648
115
$2.42M 0.17%
21,054
-516
116
$2.41M 0.17%
47,991
+2,258
117
$2.41M 0.17%
49,274
+2,692
118
$2.39M 0.17%
10,699
+1,175
119
$2.39M 0.17%
39,303
+2,919
120
$2.37M 0.17%
26,478
-129
121
$2.37M 0.17%
32,856
+363
122
$2.32M 0.16%
35,460
+886
123
$2.31M 0.16%
20,056
+1,022
124
$2.31M 0.16%
52,654
+3,207
125
$2.27M 0.16%
31,937
-3,195
3 4
5
6 7