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
1576
$14K ﹤0.01%
711
1577
$14K ﹤0.01%
850
1578
$14K ﹤0.01%
619
1579
$14K ﹤0.01%
868
1580
$14K ﹤0.01%
9,379
1581
$14K ﹤0.01%
597
1582
$14K ﹤0.01%
938
1583
$13K ﹤0.01%
1,474
1584
$13K ﹤0.01%
655
1585
$13K ﹤0.01%
724
1586
$13K ﹤0.01%
1,050
1587
$13K ﹤0.01%
1,101
1588
$13K ﹤0.01%
522
1589
$13K ﹤0.01%
1,226
1590
$13K ﹤0.01%
45
1591
$13K ﹤0.01%
594
1592
$13K ﹤0.01%
+1,028
1593
$13K ﹤0.01%
744
1594
$13K ﹤0.01%
1,347
1595
$12K ﹤0.01%
535
1596
$12K ﹤0.01%
413
1597
$12K ﹤0.01%
760
1598
$12K ﹤0.01%
1,124
1599
$12K ﹤0.01%
202
1600
$12K ﹤0.01%
497