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
1626
$10K ﹤0.01%
2,121
1627
$9K ﹤0.01%
351
1628
$9K ﹤0.01%
1,229
1629
$9K ﹤0.01%
463
1630
$9K ﹤0.01%
200
1631
$9K ﹤0.01%
2,076
1632
$9K ﹤0.01%
+3,550
1633
$9K ﹤0.01%
3,907
1634
$9K ﹤0.01%
1,530
1635
$9K ﹤0.01%
866
1636
$9K ﹤0.01%
111
1637
$9K ﹤0.01%
2,917
1638
$9K ﹤0.01%
1,623
1639
$8K ﹤0.01%
1,192
1640
$8K ﹤0.01%
+1,842
1641
$8K ﹤0.01%
100
-73
1642
$8K ﹤0.01%
376
1643
$8K ﹤0.01%
1,072
1644
$8K ﹤0.01%
521
1645
$8K ﹤0.01%
1,425
1646
$8K ﹤0.01%
210
1647
$8K ﹤0.01%
106
-325
1648
$8K ﹤0.01%
326
1649
$8K ﹤0.01%
448
1650
$8K ﹤0.01%
+2,525