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
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 13.41%
3 Healthcare 12.93%
4 Industrials 11.02%
5 Consumer Staples 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.02M 0.14%
17,251
+74
152
$2M 0.14%
39,686
+1,992
153
$2M 0.14%
34,054
-2,000
154
$1.92M 0.14%
27,688
+2,212
155
$1.91M 0.13%
37,577
+5,437
156
$1.88M 0.13%
25,363
+557
157
$1.87M 0.13%
7,494
-1,508
158
$1.87M 0.13%
10,819
-2,152
159
$1.85M 0.13%
39,595
-1,835
160
$1.85M 0.13%
15,812
-65
161
$1.82M 0.13%
88,059
+1,652
162
$1.82M 0.13%
34,690
+1,148
163
$1.82M 0.13%
16,283
-673
164
$1.8M 0.13%
16,991
+1,032
165
$1.79M 0.13%
19,695
+2,467
166
$1.78M 0.13%
42,787
+2,332
167
$1.78M 0.13%
37,053
+1,367
168
$1.76M 0.12%
17,096
+320
169
$1.75M 0.12%
47,744
+5,168
170
$1.75M 0.12%
50,205
+1,988
171
$1.74M 0.12%
18,982
+11,193
172
$1.74M 0.12%
28,604
+1,637
173
$1.74M 0.12%
23,726
+2,510
174
$1.73M 0.12%
36,472
+935
175
$1.7M 0.12%
19,947
+948
5 6
7
8 9