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
1551
$17K ﹤0.01%
528
1552
$17K ﹤0.01%
630
1553
$16K ﹤0.01%
861
1554
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819
1555
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707
1556
$16K ﹤0.01%
613
1557
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700
1558
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453
1559
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996
1560
$16K ﹤0.01%
396
1561
$16K ﹤0.01%
1,442
1562
$16K ﹤0.01%
3,780
1563
$16K ﹤0.01%
934
1564
$16K ﹤0.01%
924
1565
$16K ﹤0.01%
543
1566
$15K ﹤0.01%
817
1567
$15K ﹤0.01%
786
1568
$15K ﹤0.01%
649
1569
$15K ﹤0.01%
1,846
1570
$15K ﹤0.01%
543
1571
$15K ﹤0.01%
86
1572
$15K ﹤0.01%
404
1573
$15K ﹤0.01%
1,814
1574
$14K ﹤0.01%
817
1575
$14K ﹤0.01%
610