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
1676
$12K ﹤0.01%
1,487
1677
$12K ﹤0.01%
276
1678
$12K ﹤0.01%
535
1679
$12K ﹤0.01%
655
1680
$12K ﹤0.01%
521
1681
$12K ﹤0.01%
1,050
1682
$12K ﹤0.01%
718
1683
$12K ﹤0.01%
655
-140
1684
$12K ﹤0.01%
358
-68
1685
$12K ﹤0.01%
334
1686
$12K ﹤0.01%
675
1687
$12K ﹤0.01%
229
1688
$12K ﹤0.01%
2,121
1689
$12K ﹤0.01%
870
1690
$12K ﹤0.01%
2,260
1691
$11K ﹤0.01%
2,605
-1
1692
$11K ﹤0.01%
463
1693
$11K ﹤0.01%
830
1694
$11K ﹤0.01%
1,470
1695
$11K ﹤0.01%
763
1696
$11K ﹤0.01%
920
1697
$11K ﹤0.01%
280
1698
$11K ﹤0.01%
760
1699
$11K ﹤0.01%
402
1700
$11K ﹤0.01%
522
66 67
68
69 70