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
1401
$34K ﹤0.01%
385
1402
$34K ﹤0.01%
1,805
+146
1403
$34K ﹤0.01%
1,450
1404
$33K ﹤0.01%
1,047
1405
$33K ﹤0.01%
883
1406
$33K ﹤0.01%
1,642
1407
$33K ﹤0.01%
1,130
1408
$33K ﹤0.01%
1,043
1409
$33K ﹤0.01%
6,548
+74
1410
$33K ﹤0.01%
+1,105
1411
$33K ﹤0.01%
739
1412
$33K ﹤0.01%
500
1413
$33K ﹤0.01%
588
1414
$32K ﹤0.01%
2,431
1415
$32K ﹤0.01%
2,089
1416
$32K ﹤0.01%
+2,020
1417
$32K ﹤0.01%
1,232
1418
$32K ﹤0.01%
1,594
1419
$32K ﹤0.01%
537
1420
$32K ﹤0.01%
727
1421
$32K ﹤0.01%
1,807
+160
1422
$32K ﹤0.01%
1,272
1423
$32K ﹤0.01%
+1,093
1424
$32K ﹤0.01%
1,429
-1
1425
$32K ﹤0.01%
790