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
1651
$15K ﹤0.01%
900
1652
$15K ﹤0.01%
480
1653
$15K ﹤0.01%
477
1654
$15K ﹤0.01%
90
1655
$15K ﹤0.01%
+50
1656
$14K ﹤0.01%
500
1657
$14K ﹤0.01%
173
1658
$14K ﹤0.01%
1,229
1659
$14K ﹤0.01%
720
+113
1660
$14K ﹤0.01%
1,101
1661
$14K ﹤0.01%
861
1662
$14K ﹤0.01%
480
1663
$14K ﹤0.01%
1,071
-284
1664
$14K ﹤0.01%
597
1665
$13K ﹤0.01%
657
1666
$13K ﹤0.01%
490
1667
$13K ﹤0.01%
220
1668
$13K ﹤0.01%
711
1669
$13K ﹤0.01%
724
1670
$13K ﹤0.01%
600
1671
$13K ﹤0.01%
297
1672
$13K ﹤0.01%
64
1673
$13K ﹤0.01%
522
1674
$13K ﹤0.01%
2,171
1675
$12K ﹤0.01%
350
65 66
67
68 69