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
$1.6B
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
FI icon
Fiserv
FI
+$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
101
$3.78M 0.24%
37,762
+1,451
102
$3.76M 0.23%
14,103
-2,789
103
$3.75M 0.23%
70,392
+9,623
104
$3.74M 0.23%
43,012
+1,550
105
$3.68M 0.23%
89,960
-3,599
106
$3.66M 0.23%
86,716
+7,645
107
$3.66M 0.23%
76,703
+843
108
$3.63M 0.23%
81,644
+9,497
109
$3.63M 0.23%
15,412
-246
110
$3.62M 0.23%
74,884
-748
111
$3.57M 0.22%
107,656
+5,769
112
$3.51M 0.22%
39,014
-934
113
$3.41M 0.21%
71,017
-1,137
114
$3.37M 0.21%
67,490
-2,863
115
$3.34M 0.21%
19,950
-1,408
116
$3.29M 0.21%
374,773
-17,497
117
$3.21M 0.2%
55,900
-400
118
$3.21M 0.2%
38,071
-861
119
$3.17M 0.2%
37,842
-1,087
120
$3.09M 0.19%
32,941
-869
121
$2.98M 0.19%
10,549
122
$2.97M 0.19%
68,141
-3,260
123
$2.92M 0.18%
58,711
-5,784
124
$2.92M 0.18%
54,924
-818
125
$2.84M 0.18%
79,409
-1,649
3 4
5
6 7