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
1676
$4K ﹤0.01%
550
1677
$4K ﹤0.01%
434
1678
$4K ﹤0.01%
500
1679
$4K ﹤0.01%
852
1680
$4K ﹤0.01%
452
1681
$4K ﹤0.01%
561
1682
$3K ﹤0.01%
20
1683
$3K ﹤0.01%
2,035
1684
$3K ﹤0.01%
929
1685
$3K ﹤0.01%
655
1686
$3K ﹤0.01%
+51
1687
$3K ﹤0.01%
50
1688
$3K ﹤0.01%
100
1689
$2K ﹤0.01%
375
1690
$2K ﹤0.01%
15
1691
$2K ﹤0.01%
1
1692
$2K ﹤0.01%
663
1693
$2K ﹤0.01%
2,608
1694
$1K ﹤0.01%
29
1695
$1K ﹤0.01%
+41
1696
$1K ﹤0.01%
+9
1697
$1K ﹤0.01%
239
1698
– –
-59
1699
– –
-500
1700
– –
-1,963
66 67
68
69 70