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
1701
$10K ﹤0.01%
475
-128
1702
$10K ﹤0.01%
200
1703
$10K ﹤0.01%
+300
1704
$10K ﹤0.01%
523
1705
$10K ﹤0.01%
1,820
1706
$10K ﹤0.01%
130
1707
$10K ﹤0.01%
270
1708
$10K ﹤0.01%
+200
1709
$10K ﹤0.01%
3,000
1710
$10K ﹤0.01%
682
1711
$10K ﹤0.01%
315
1712
$10K ﹤0.01%
1,623
1713
$10K ﹤0.01%
548
1714
$9K ﹤0.01%
1,850
1715
$9K ﹤0.01%
1,072
-239
1716
$9K ﹤0.01%
1,600
1717
$9K ﹤0.01%
217
-83
1718
$9K ﹤0.01%
2,198
1719
$9K ﹤0.01%
514
-124
1720
$9K ﹤0.01%
1,100
1721
$9K ﹤0.01%
790
1722
$9K ﹤0.01%
1,020
1723
$9K ﹤0.01%
200
1724
$9K ﹤0.01%
1,229
1725
$9K ﹤0.01%
120
67 68
69
70 71