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
1276
$55K ﹤0.01%
1,850
1277
$55K ﹤0.01%
1,736
1278
$54K ﹤0.01%
2,050
1279
$54K ﹤0.01%
1,571
1280
$54K ﹤0.01%
821
1281
$53K ﹤0.01%
1,154
1282
$53K ﹤0.01%
1,919
-185
1283
$53K ﹤0.01%
1,323
+53
1284
$53K ﹤0.01%
1,000
1285
$53K ﹤0.01%
1,800
1286
$52K ﹤0.01%
966
1287
$52K ﹤0.01%
119
+13
1288
$52K ﹤0.01%
1,141
1289
$52K ﹤0.01%
2,340
+54
1290
$52K ﹤0.01%
2,009
1291
$52K ﹤0.01%
2,597
-332
1292
$51K ﹤0.01%
1,832
1293
$51K ﹤0.01%
3,028
1294
$51K ﹤0.01%
585
1295
$51K ﹤0.01%
6,693
1296
$51K ﹤0.01%
869
1297
$50K ﹤0.01%
3,461
1298
$50K ﹤0.01%
2,016
1299
$50K ﹤0.01%
528
1300
$50K ﹤0.01%
1,092
-932
50 51
52
53 54