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
1651
$8K ﹤0.01%
254
1652
$8K ﹤0.01%
994
1653
$8K ﹤0.01%
544
1654
$8K ﹤0.01%
4,874
1655
$7K ﹤0.01%
579
1656
$7K ﹤0.01%
400
1657
$7K ﹤0.01%
546
1658
$7K ﹤0.01%
1,229
1659
$7K ﹤0.01%
559
1660
$7K ﹤0.01%
744
1661
$7K ﹤0.01%
315
1662
$6K ﹤0.01%
14
1663
$6K ﹤0.01%
445
1664
$6K ﹤0.01%
241
1665
$6K ﹤0.01%
+552
1666
$6K ﹤0.01%
237
1667
$6K ﹤0.01%
+297
1668
$6K ﹤0.01%
3,000
1669
$5K ﹤0.01%
25
1670
$5K ﹤0.01%
72
1671
$5K ﹤0.01%
+304
1672
$5K ﹤0.01%
293
1673
$5K ﹤0.01%
861
1674
$5K ﹤0.01%
166
1675
$5K ﹤0.01%
2,697