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
1301
$45K ﹤0.01%
421
1302
$45K ﹤0.01%
937
1303
$45K ﹤0.01%
546
+36
1304
$44K ﹤0.01%
698
1305
$44K ﹤0.01%
2,132
1306
$44K ﹤0.01%
1,069
1307
$44K ﹤0.01%
656
1308
$44K ﹤0.01%
1,252
1309
$44K ﹤0.01%
900
1310
$44K ﹤0.01%
2,385
1311
$44K ﹤0.01%
461
+41
1312
$44K ﹤0.01%
972
1313
$44K ﹤0.01%
1,382
-87
1314
$43K ﹤0.01%
110
1315
$43K ﹤0.01%
3,170
+542
1316
$43K ﹤0.01%
1,484
+111
1317
$43K ﹤0.01%
3,269
+120
1318
$42K ﹤0.01%
922
+70
1319
$42K ﹤0.01%
2,559
+188
1320
$42K ﹤0.01%
3,113
+239
1321
$42K ﹤0.01%
946
1322
$42K ﹤0.01%
1,000
1323
$42K ﹤0.01%
478
1324
$42K ﹤0.01%
3,140
1325
$41K ﹤0.01%
909
51 52
53
54 55