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
1676
$10K ﹤0.01%
555
+5
1677
$10K ﹤0.01%
500
1678
$10K ﹤0.01%
790
1679
$10K ﹤0.01%
220
1680
$10K ﹤0.01%
1,720
1681
$10K ﹤0.01%
426
1682
$10K ﹤0.01%
38
1683
$10K ﹤0.01%
402
1684
$9K ﹤0.01%
1,850
1685
$9K ﹤0.01%
1,470
1686
$9K ﹤0.01%
445
1687
$9K ﹤0.01%
1,820
1688
$9K ﹤0.01%
929
1689
$9K ﹤0.01%
1,020
1690
$9K ﹤0.01%
237
1691
$9K ﹤0.01%
585
1692
$9K ﹤0.01%
735
1693
$9K ﹤0.01%
675
1694
$9K ﹤0.01%
648
1695
$9K ﹤0.01%
720
1696
$9K ﹤0.01%
727
1697
$9K ﹤0.01%
522
1698
$8K ﹤0.01%
550
1699
$8K ﹤0.01%
504
1700
$8K ﹤0.01%
200