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
1476
$24K ﹤0.01%
3,401
1477
$24K ﹤0.01%
1,209
1478
$23K ﹤0.01%
500
1479
$23K ﹤0.01%
80
1480
$23K ﹤0.01%
400
-100
1481
$23K ﹤0.01%
1,257
-74
1482
$23K ﹤0.01%
2,545
1483
$23K ﹤0.01%
1,632
1484
$23K ﹤0.01%
1,605
1485
$23K ﹤0.01%
2,661
1486
$22K ﹤0.01%
500
1487
$22K ﹤0.01%
313
1488
$22K ﹤0.01%
50
1489
$22K ﹤0.01%
503
1490
$22K ﹤0.01%
569
1491
$22K ﹤0.01%
2,800
1492
$22K ﹤0.01%
831
1493
$22K ﹤0.01%
568
1494
$22K ﹤0.01%
952
1495
$22K ﹤0.01%
438
1496
$22K ﹤0.01%
515
1497
$21K ﹤0.01%
641
1498
$21K ﹤0.01%
+100
1499
$21K ﹤0.01%
841
1500
$21K ﹤0.01%
675