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
1451
$32K ﹤0.01%
1,142
1452
$32K ﹤0.01%
161
1453
$32K ﹤0.01%
525
1454
$32K ﹤0.01%
1,740
+150
1455
$32K ﹤0.01%
813
+83
1456
$32K ﹤0.01%
593
1457
$32K ﹤0.01%
422
1458
$32K ﹤0.01%
1,981
1459
$32K ﹤0.01%
1,205
1460
$31K ﹤0.01%
540
1461
$31K ﹤0.01%
759
+52
1462
$31K ﹤0.01%
3,401
1463
$31K ﹤0.01%
649
1464
$31K ﹤0.01%
3,780
1465
$31K ﹤0.01%
2,917
1466
$31K ﹤0.01%
1,450
1467
$30K ﹤0.01%
601
1468
$30K ﹤0.01%
1,331
1469
$30K ﹤0.01%
382
1470
$30K ﹤0.01%
+865
1471
$30K ﹤0.01%
+1,893
1472
$30K ﹤0.01%
611
1473
$30K ﹤0.01%
708
+50
1474
$30K ﹤0.01%
2,261
1475
$30K ﹤0.01%
1,933
57 58
59
60 61