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
1576
$20K ﹤0.01%
318
1577
$20K ﹤0.01%
870
1578
$20K ﹤0.01%
821
1579
$20K ﹤0.01%
86
1580
$20K ﹤0.01%
1,536
1581
$20K ﹤0.01%
1,226
1582
$20K ﹤0.01%
111
1583
$20K ﹤0.01%
716
1584
$20K ﹤0.01%
528
1585
$20K ﹤0.01%
248
1586
$20K ﹤0.01%
1,231
1587
$19K ﹤0.01%
1,295
1588
$19K ﹤0.01%
461
1589
$19K ﹤0.01%
817
1590
$19K ﹤0.01%
2,731
1591
$19K ﹤0.01%
1,082
1592
$19K ﹤0.01%
588
1593
$19K ﹤0.01%
5,550
1594
$19K ﹤0.01%
413
1595
$19K ﹤0.01%
1,124
1596
$19K ﹤0.01%
604
1597
$19K ﹤0.01%
1,192
1598
$19K ﹤0.01%
972
1599
$19K ﹤0.01%
+346
1600
$18K ﹤0.01%
1,018
62 63
64
65 66