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
$1.42B
AUM Growth
+$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,908
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$2.02M
3 +$1.57M
4
WMT icon
Walmart
WMT
+$1.12M
5
CSCO icon
Cisco
CSCO
+$1.11M

Top Sells

1 +$7.67M
2 +$3.48M
3 +$1.21M
4
TWX
Time Warner Inc
TWX
+$1.21M
5
RAI
Reynolds American Inc
RAI
+$1.15M

Sector Composition

1 Financials 16.69%
2 Technology 13.41%
3 Healthcare 12.93%
4 Industrials 11.02%
5 Consumer Staples 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$20K ﹤0.01%
69
1552
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1,136
1553
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848
1554
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1555
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610
1556
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1,070
1557
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210
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1,042
1559
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869
1560
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581
1561
$20K ﹤0.01%
470
1562
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1,108
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1,229
1564
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580
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581
1566
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613
1567
$19K ﹤0.01%
498
1568
$19K ﹤0.01%
2,010
1569
$19K ﹤0.01%
778
1570
$19K ﹤0.01%
1,218
1571
$19K ﹤0.01%
620
1572
$19K ﹤0.01%
+795
1573
$19K ﹤0.01%
402
1574
$19K ﹤0.01%
1,029
1575
$18K ﹤0.01%
161