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
1701
-6,925
1702
-5,912
1703
-1,600
1704
-73,082
1705
-525
1706
-104
1707
-16,477
1708
$0 ﹤0.01%
100
1709
-600
1710
-31,932
1711
-192
1712
-75
1713
-4,550
1714
-6,000
1715
-88
1716
-1,130
1717
$0 ﹤0.01%
20
1718
$0 ﹤0.01%
+5
1719
-870
1720
-8,114
1721
-2,060
1722
-4,632
1723
-32,611
1724
-9,998
1725
-1,440