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
1376
$42K ﹤0.01%
1,581
-1,188
1377
$41K ﹤0.01%
1,836
1378
$41K ﹤0.01%
892
+42
1379
$41K ﹤0.01%
1,122
1380
$41K ﹤0.01%
2,535
1381
$41K ﹤0.01%
2,684
-1,912
1382
$41K ﹤0.01%
397
1383
$41K ﹤0.01%
756
1384
$41K ﹤0.01%
1,605
1385
$41K ﹤0.01%
1,202
-69
1386
$40K ﹤0.01%
886
1387
$40K ﹤0.01%
967
1388
$40K ﹤0.01%
541
1389
$40K ﹤0.01%
1,154
1390
$40K ﹤0.01%
1,970
1391
$40K ﹤0.01%
520
1392
$40K ﹤0.01%
1,008
-81,294
1393
$40K ﹤0.01%
633
1394
$40K ﹤0.01%
2,485
1395
$40K ﹤0.01%
9,207
1396
$40K ﹤0.01%
1,578
1397
$39K ﹤0.01%
390
1398
$39K ﹤0.01%
960
1399
$39K ﹤0.01%
1,529
-1,109
1400
$39K ﹤0.01%
822
54 55
56
57 58