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
1501
$21K ﹤0.01%
+1,000
1502
$21K ﹤0.01%
814
+71
1503
$21K ﹤0.01%
1,758
1504
$21K ﹤0.01%
1,908
1505
$21K ﹤0.01%
641
1506
$21K ﹤0.01%
212
1507
$21K ﹤0.01%
1,922
1508
$21K ﹤0.01%
7,194
1509
$21K ﹤0.01%
4,448
1510
$20K ﹤0.01%
946
1511
$20K ﹤0.01%
521
1512
$20K ﹤0.01%
1,511
1513
$20K ﹤0.01%
1,171
1514
$20K ﹤0.01%
823
1515
$20K ﹤0.01%
1,231
1516
$20K ﹤0.01%
1,900
-1,749
1517
$19K ﹤0.01%
700
1518
$19K ﹤0.01%
1,377
1519
$19K ﹤0.01%
1,142
1520
$19K ﹤0.01%
318
1521
$19K ﹤0.01%
870
1522
$19K ﹤0.01%
1,372
1523
$19K ﹤0.01%
417
1524
$19K ﹤0.01%
1,983
1525
$19K ﹤0.01%
500