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
126
$2.82M 0.18%
9,818
+70
127
$2.76M 0.17%
15,141
+150
128
$2.75M 0.17%
77,170
-90
129
$2.73M 0.17%
15,484
-48
130
$2.7M 0.17%
52,273
-1,413
131
$2.7M 0.17%
30,521
-502
132
$2.69M 0.17%
19,573
+51
133
$2.67M 0.17%
7,801
-603
134
$2.63M 0.16%
34,334
+2,500
135
$2.61M 0.16%
36,291
-1,672
136
$2.59M 0.16%
90,108
+260
137
$2.57M 0.16%
24,236
+419
138
$2.52M 0.16%
17,568
-1,668
139
$2.47M 0.15%
12,549
+5,412
140
$2.47M 0.15%
21,899
-1,441
141
$2.46M 0.15%
14,942
+299
142
$2.43M 0.15%
23,436
-398
143
$2.42M 0.15%
25,689
-488
144
$2.42M 0.15%
50,229
+3,885
145
$2.42M 0.15%
21,387
-726
146
$2.38M 0.15%
18,576
-307
147
$2.37M 0.15%
14,941
-143
148
$2.34M 0.15%
24,937
-982
149
$2.32M 0.14%
77,270
-390
150
$2.27M 0.14%
38,206
-1,308
4 5
6
7 8