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
1301
$49K ﹤0.01%
1,870
1302
$49K ﹤0.01%
3,743
1303
$49K ﹤0.01%
1,498
1304
$49K ﹤0.01%
1,909
+146
1305
$49K ﹤0.01%
1,304
1306
$49K ﹤0.01%
1,281
-1,079
1307
$49K ﹤0.01%
1,753
1308
$48K ﹤0.01%
1,970
1309
$48K ﹤0.01%
1,019
1310
$48K ﹤0.01%
849
1311
$47K ﹤0.01%
1,640
1312
$47K ﹤0.01%
849
1313
$47K ﹤0.01%
2,131
1314
$47K ﹤0.01%
2,684
1315
$47K ﹤0.01%
1,304
1316
$47K ﹤0.01%
770
1317
$47K ﹤0.01%
+2,491
1318
$47K ﹤0.01%
1,581
1319
$47K ﹤0.01%
3,239
1320
$46K ﹤0.01%
925
1321
$46K ﹤0.01%
2,059
1322
$46K ﹤0.01%
2,893
1323
$46K ﹤0.01%
1,812
1324
$46K ﹤0.01%
520
1325
$46K ﹤0.01%
1,370
51 52
53
54 55