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
1601
$12K ﹤0.01%
3,502
1602
$12K ﹤0.01%
128
1603
$11K ﹤0.01%
830
1604
$11K ﹤0.01%
702
1605
$11K ﹤0.01%
537
1606
$11K ﹤0.01%
300
1607
$11K ﹤0.01%
920
1608
$11K ﹤0.01%
750
1609
$11K ﹤0.01%
358
1610
$11K ﹤0.01%
334
1611
$11K ﹤0.01%
480
1612
$11K ﹤0.01%
413
1613
$11K ﹤0.01%
364
1614
$11K ﹤0.01%
2,272
1615
$11K ﹤0.01%
569
1616
$11K ﹤0.01%
1,901
1617
$10K ﹤0.01%
657
1618
$10K ﹤0.01%
490
1619
$10K ﹤0.01%
699
1620
$10K ﹤0.01%
766
+3
1621
$10K ﹤0.01%
523
1622
$10K ﹤0.01%
627
1623
$10K ﹤0.01%
511
1624
$10K ﹤0.01%
773
1625
$10K ﹤0.01%
675