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
$1.42B
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
1251
$51K ﹤0.01%
1,900
+103
1252
$51K ﹤0.01%
961
1253
$50K ﹤0.01%
1,170
1254
$50K ﹤0.01%
653
+44
1255
$50K ﹤0.01%
3,867
1256
$50K ﹤0.01%
1,689
+225
1257
$50K ﹤0.01%
1,220
1258
$50K ﹤0.01%
1,447
+94
1259
$50K ﹤0.01%
1,565
1260
$49K ﹤0.01%
1,065
1261
$49K ﹤0.01%
2,003
1262
$49K ﹤0.01%
1,098
1263
$49K ﹤0.01%
475
1264
$49K ﹤0.01%
947
+57
1265
$49K ﹤0.01%
1,262
1266
$49K ﹤0.01%
1,007
1267
$49K ﹤0.01%
2,942
1268
$49K ﹤0.01%
1,855
+159
1269
$49K ﹤0.01%
2,564
1270
$49K ﹤0.01%
813
1271
$48K ﹤0.01%
710
1272
$48K ﹤0.01%
768
1273
$48K ﹤0.01%
139
+27
1274
$48K ﹤0.01%
2,748
1275
$48K ﹤0.01%
1,014
49 50
51
52 53