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
1626
$17K ﹤0.01%
3,250
1627
$17K ﹤0.01%
5,010
1628
$17K ﹤0.01%
700
1629
$17K ﹤0.01%
487
-78
1630
$17K ﹤0.01%
882
+103
1631
$17K ﹤0.01%
52
1632
$17K ﹤0.01%
3,907
1633
$17K ﹤0.01%
55
1634
$16K ﹤0.01%
298
1635
$16K ﹤0.01%
1,135
1636
$16K ﹤0.01%
1,680
1637
$16K ﹤0.01%
104
1638
$16K ﹤0.01%
1,570
1639
$16K ﹤0.01%
1,983
1640
$16K ﹤0.01%
1,530
1641
$16K ﹤0.01%
413
1642
$16K ﹤0.01%
630
1643
$15K ﹤0.01%
400
1644
$15K ﹤0.01%
578
1645
$15K ﹤0.01%
1,400
1646
$15K ﹤0.01%
1,086
1647
$15K ﹤0.01%
868
-153
1648
$15K ﹤0.01%
750
-123
1649
$15K ﹤0.01%
340
1650
$15K ﹤0.01%
459
64 65
66
67 68