LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
FI icon
Fiserv
FI
+$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
1451
$27K ﹤0.01%
759
1452
$27K ﹤0.01%
571
+40
1453
$27K ﹤0.01%
2,261
1454
$27K ﹤0.01%
875
1455
$27K ﹤0.01%
2,485
1456
$26K ﹤0.01%
910
-29
1457
$26K ﹤0.01%
1,330
1458
$26K ﹤0.01%
770
1459
$26K ﹤0.01%
1,311
1460
$26K ﹤0.01%
2,465
1461
$26K ﹤0.01%
750
1462
$25K ﹤0.01%
1,360
1463
$25K ﹤0.01%
781
1464
$25K ﹤0.01%
873
+44
1465
$25K ﹤0.01%
3,295
1466
$25K ﹤0.01%
878
1467
$25K ﹤0.01%
370
1468
$25K ﹤0.01%
155
1469
$25K ﹤0.01%
2,270
1470
$25K ﹤0.01%
9,207
1471
$25K ﹤0.01%
1,275
1472
$25K ﹤0.01%
+1,467
1473
$24K ﹤0.01%
777
1474
$24K ﹤0.01%
632
1475
$24K ﹤0.01%
1,782