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
$1.6B
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
FISV
Fiserv Inc
FISV
+$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
1251
$60K ﹤0.01%
1,233
+59
1252
$60K ﹤0.01%
980
1253
$60K ﹤0.01%
1,358
1254
$60K ﹤0.01%
1,906
1255
$60K ﹤0.01%
3,453
1256
$60K ﹤0.01%
3,414
+311
1257
$59K ﹤0.01%
1,122
1258
$59K ﹤0.01%
1,077
1259
$59K ﹤0.01%
5,128
-268
1260
$58K ﹤0.01%
1,166
1261
$58K ﹤0.01%
2,000
1262
$58K ﹤0.01%
1,106
1263
$58K ﹤0.01%
2,864
-39
1264
$58K ﹤0.01%
1,323
-70
1265
$58K ﹤0.01%
1,206
1266
$57K ﹤0.01%
1,836
1267
$57K ﹤0.01%
2,080
1268
$57K ﹤0.01%
1,375
-95
1269
$57K ﹤0.01%
2,094
-260
1270
$57K ﹤0.01%
414
1271
$56K ﹤0.01%
867
1272
$56K ﹤0.01%
1,239
1273
$56K ﹤0.01%
858
1274
$56K ﹤0.01%
1,945
-141
1275
$55K ﹤0.01%
3,532
49 50
51
52 53