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
$1.42B
AUM Growth
+$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,908
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$2.02M
3 +$1.57M
4
WMT icon
Walmart
WMT
+$1.12M
5
CSCO icon
Cisco
CSCO
+$1.11M

Top Sells

1 +$7.67M
2 +$3.48M
3 +$1.21M
4
TWX
Time Warner Inc
TWX
+$1.21M
5
RAI
Reynolds American Inc
RAI
+$1.15M

Sector Composition

1 Financials 16.69%
2 Technology 13.41%
3 Healthcare 12.93%
4 Industrials 11.02%
5 Consumer Staples 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$13K ﹤0.01%
365
1652
$12K ﹤0.01%
2,607
1653
$12K ﹤0.01%
843
1654
$12K ﹤0.01%
350
1655
$12K ﹤0.01%
300
1656
$12K ﹤0.01%
1,680
1657
$12K ﹤0.01%
839
1658
$12K ﹤0.01%
315
1659
$12K ﹤0.01%
64
1660
$12K ﹤0.01%
2,820
1661
$12K ﹤0.01%
2,060
1662
$11K ﹤0.01%
351
1663
$11K ﹤0.01%
613
1664
$11K ﹤0.01%
400
1665
$11K ﹤0.01%
830
1666
$11K ﹤0.01%
1,813
1667
$11K ﹤0.01%
300
1668
$11K ﹤0.01%
763
1669
$11K ﹤0.01%
107
1670
$11K ﹤0.01%
600
1671
$11K ﹤0.01%
280
1672
$11K ﹤0.01%
326
1673
$11K ﹤0.01%
688
1674
$11K ﹤0.01%
90
1675
$10K ﹤0.01%
844