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 Inc
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 13.39%
3 Healthcare 12.93%
4 Industrials 11.04%
5 Consumer Staples 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$8K ﹤0.01%
1,130
1702
$8K ﹤0.01%
1,070
1703
$8K ﹤0.01%
420
1704
$8K ﹤0.01%
550
1705
$8K ﹤0.01%
504
1706
$8K ﹤0.01%
200
1707
$8K ﹤0.01%
400
1708
$8K ﹤0.01%
490
1709
$8K ﹤0.01%
500
1710
$8K ﹤0.01%
500
1711
$8K ﹤0.01%
852
1712
$8K ﹤0.01%
200
1713
$8K ﹤0.01%
200
1714
$8K ﹤0.01%
270
1715
$8K ﹤0.01%
80
1716
$8K ﹤0.01%
513
1717
$7K ﹤0.01%
720
1718
$7K ﹤0.01%
130
1719
$7K ﹤0.01%
225
1720
$7K ﹤0.01%
240
1721
$7K ﹤0.01%
293
1722
$7K ﹤0.01%
104
1723
$7K ﹤0.01%
100
1724
$7K ﹤0.01%
663
1725
$7K ﹤0.01%
140