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
1551
$22K ﹤0.01%
580
1552
$22K ﹤0.01%
2,800
1553
$22K ﹤0.01%
831
1554
$22K ﹤0.01%
453
1555
$22K ﹤0.01%
+192
1556
$22K ﹤0.01%
773
1557
$22K ﹤0.01%
868
1558
$22K ﹤0.01%
742
1559
$22K ﹤0.01%
497
-54
1560
$22K ﹤0.01%
9,379
1561
$22K ﹤0.01%
1,038
1562
$22K ﹤0.01%
938
1563
$21K ﹤0.01%
649
1564
$21K ﹤0.01%
1,142
+107
1565
$21K ﹤0.01%
1,582
1566
$21K ﹤0.01%
1,442
+119
1567
$21K ﹤0.01%
866
1568
$21K ﹤0.01%
13,002
1569
$21K ﹤0.01%
926
1570
$21K ﹤0.01%
128
1571
$20K ﹤0.01%
1,341
1572
$20K ﹤0.01%
2,048
+19
1573
$20K ﹤0.01%
819
1574
$20K ﹤0.01%
743
1575
$20K ﹤0.01%
569
61 62
63
64 65