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
1451
$30K ﹤0.01%
1,577
1452
$30K ﹤0.01%
1,775
1453
$29K ﹤0.01%
2,456
-1,883
1454
$29K ﹤0.01%
734
1455
$29K ﹤0.01%
961
1456
$29K ﹤0.01%
2,410
-1,735
1457
$29K ﹤0.01%
750
1458
$29K ﹤0.01%
444
1459
$29K ﹤0.01%
943
1460
$29K ﹤0.01%
1,230
1461
$29K ﹤0.01%
3,756
+299
1462
$29K ﹤0.01%
375
1463
$28K ﹤0.01%
886
1464
$28K ﹤0.01%
1,026
+123
1465
$28K ﹤0.01%
+885
1466
$28K ﹤0.01%
701
1467
$28K ﹤0.01%
649
1468
$28K ﹤0.01%
356
1469
$28K ﹤0.01%
1,355
1470
$28K ﹤0.01%
1,223
1471
$27K ﹤0.01%
352
1472
$27K ﹤0.01%
1,485
1473
$27K ﹤0.01%
370
1474
$27K ﹤0.01%
2,782
1475
$27K ﹤0.01%
689
57 58
59
60 61