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
1376
$36K ﹤0.01%
592
1377
$36K ﹤0.01%
638
1378
$36K ﹤0.01%
822
1379
$36K ﹤0.01%
1,329
1380
$35K ﹤0.01%
587
1381
$35K ﹤0.01%
3,076
1382
$35K ﹤0.01%
884
1383
$35K ﹤0.01%
1,330
1384
$35K ﹤0.01%
874
1385
$35K ﹤0.01%
558
1386
$35K ﹤0.01%
321
1387
$35K ﹤0.01%
621
1388
$35K ﹤0.01%
1,316
1389
$34K ﹤0.01%
352
+108
1390
$34K ﹤0.01%
2,334
1391
$34K ﹤0.01%
2,140
1392
$34K ﹤0.01%
4,317
1393
$34K ﹤0.01%
593
1394
$34K ﹤0.01%
200
1395
$34K ﹤0.01%
1,393
+299
1396
$34K ﹤0.01%
1,206
1397
$34K ﹤0.01%
3,665
1398
$33K ﹤0.01%
5,364
1399
$33K ﹤0.01%
892
1400
$33K ﹤0.01%
809