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
1351
$40K ﹤0.01%
483
1352
$40K ﹤0.01%
1,154
1353
$40K ﹤0.01%
615
1354
$40K ﹤0.01%
525
1355
$40K ﹤0.01%
455
1356
$40K ﹤0.01%
1,506
1357
$40K ﹤0.01%
2,318
1358
$39K ﹤0.01%
960
1359
$39K ﹤0.01%
607
1360
$39K ﹤0.01%
2,447
1361
$39K ﹤0.01%
+1,423
1362
$39K ﹤0.01%
954
1363
$39K ﹤0.01%
779
1364
$38K ﹤0.01%
1,208
-102
1365
$38K ﹤0.01%
247
1366
$38K ﹤0.01%
4,681
1367
$37K ﹤0.01%
2,948
1368
$37K ﹤0.01%
994
1369
$37K ﹤0.01%
2,590
-180
1370
$37K ﹤0.01%
649
1371
$37K ﹤0.01%
7,141
1372
$37K ﹤0.01%
3,537
1373
$36K ﹤0.01%
438
1374
$36K ﹤0.01%
1,363
1375
$36K ﹤0.01%
750