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
1226
$69K ﹤0.01%
2,250
+77
1227
$68K ﹤0.01%
475
1228
$68K ﹤0.01%
6,941
1229
$68K ﹤0.01%
1,850
1230
$68K ﹤0.01%
6,615
1231
$67K ﹤0.01%
2,972
1232
$67K ﹤0.01%
3,743
1233
$67K ﹤0.01%
1,944
1234
$67K ﹤0.01%
1,220
1235
$67K ﹤0.01%
859
1236
$66K ﹤0.01%
436
1237
$65K ﹤0.01%
2,393
1238
$65K ﹤0.01%
500
1239
$65K ﹤0.01%
1,380
1240
$65K ﹤0.01%
2,325
1241
$64K ﹤0.01%
1,199
+73
1242
$64K ﹤0.01%
1,764
+54
1243
$64K ﹤0.01%
1,260
1244
$64K ﹤0.01%
2,615
1245
$64K ﹤0.01%
1,800
1246
$64K ﹤0.01%
3,318
1247
$64K ﹤0.01%
1,439
+157
1248
$63K ﹤0.01%
916
1249
$63K ﹤0.01%
524
1250
$63K ﹤0.01%
3,027
48 49
50
51 52