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
1326
$46K ﹤0.01%
814
1327
$46K ﹤0.01%
1,217
+49
1328
$45K ﹤0.01%
1,860
1329
$45K ﹤0.01%
2,385
+238
1330
$45K ﹤0.01%
428
1331
$45K ﹤0.01%
1,671
+70
1332
$44K ﹤0.01%
1,427
-2,292
1333
$43K ﹤0.01%
1,213
1334
$43K ﹤0.01%
2,088
1335
$43K ﹤0.01%
849
+27
1336
$43K ﹤0.01%
1,060
+51
1337
$42K ﹤0.01%
602
1338
$42K ﹤0.01%
2,040
+225
1339
$42K ﹤0.01%
6,233
1340
$42K ﹤0.01%
292
1341
$42K ﹤0.01%
1,083
1342
$41K ﹤0.01%
1,199
1343
$41K ﹤0.01%
1,420
1344
$41K ﹤0.01%
967
1345
$41K ﹤0.01%
1,032
1346
$41K ﹤0.01%
1,107
1347
$41K ﹤0.01%
2,354
1348
$41K ﹤0.01%
756
1349
$41K ﹤0.01%
1,281
1350
$40K ﹤0.01%
892
52 53
54
55 56