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
1476
$30K ﹤0.01%
1,237
1477
$30K ﹤0.01%
2,652
1478
$29K ﹤0.01%
725
1479
$29K ﹤0.01%
1,022
1480
$29K ﹤0.01%
1,558
1481
$29K ﹤0.01%
105
1482
$29K ﹤0.01%
512
1483
$29K ﹤0.01%
1,776
1484
$29K ﹤0.01%
1,123
1485
$29K ﹤0.01%
1,505
1486
$29K ﹤0.01%
750
1487
$29K ﹤0.01%
1,317
1488
$29K ﹤0.01%
515
1489
$28K ﹤0.01%
244
1490
$28K ﹤0.01%
1,330
1491
$28K ﹤0.01%
639
1492
$28K ﹤0.01%
2,545
1493
$28K ﹤0.01%
438
1494
$28K ﹤0.01%
1,814
1495
$27K ﹤0.01%
580
1496
$27K ﹤0.01%
+1,360
1497
$27K ﹤0.01%
781
1498
$27K ﹤0.01%
503
1499
$27K ﹤0.01%
946
1500
$27K ﹤0.01%
1,860
58 59
60
61 62