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
1351
$39K ﹤0.01%
2,164
1352
$39K ﹤0.01%
535
+47
1353
$39K ﹤0.01%
842
1354
$39K ﹤0.01%
1,588
1355
$39K ﹤0.01%
2,450
1356
$39K ﹤0.01%
127
+11
1357
$39K ﹤0.01%
599
1358
$39K ﹤0.01%
317
-234
1359
$39K ﹤0.01%
1,113
1360
$38K ﹤0.01%
2,403
1361
$38K ﹤0.01%
6,200
1362
$38K ﹤0.01%
522
1363
$38K ﹤0.01%
1,698
1364
$38K ﹤0.01%
902
1365
$38K ﹤0.01%
660
1366
$38K ﹤0.01%
432
1367
$37K ﹤0.01%
1,340
1368
$37K ﹤0.01%
1,014
+507
1369
$37K ﹤0.01%
546
+42
1370
$37K ﹤0.01%
1,552
1371
$37K ﹤0.01%
915
1372
$37K ﹤0.01%
13,030
1373
$37K ﹤0.01%
761
1374
$37K ﹤0.01%
524
1375
$37K ﹤0.01%
1,234