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
1301
$53K ﹤0.01%
3,028
1302
$53K ﹤0.01%
823
1303
$53K ﹤0.01%
700
1304
$53K ﹤0.01%
460
1305
$53K ﹤0.01%
1,081
+143
1306
$52K ﹤0.01%
2,088
1307
$52K ﹤0.01%
325
1308
$52K ﹤0.01%
496
1309
$52K ﹤0.01%
3,532
1310
$52K ﹤0.01%
1,096
+56
1311
$52K ﹤0.01%
900
1312
$51K ﹤0.01%
2,080
1313
$51K ﹤0.01%
1,132
1314
$51K ﹤0.01%
1,329
1315
$51K ﹤0.01%
1,021
1316
$50K ﹤0.01%
2,050
1317
$50K ﹤0.01%
1,000
1318
$50K ﹤0.01%
1,298
1319
$50K ﹤0.01%
2,286
1320
$50K ﹤0.01%
1,304
1321
$50K ﹤0.01%
406
+15
1322
$50K ﹤0.01%
1,352
1323
$49K ﹤0.01%
935
+43
1324
$49K ﹤0.01%
1,141
1325
$49K ﹤0.01%
1,763
51 52
53
54 55