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
$1.6B
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
FISV
Fiserv Inc
FISV
+$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
151
$2.27M 0.14%
28,687
-1,465
152
$2.25M 0.14%
11,719
-239
153
$2.21M 0.14%
23,407
+669
154
$2.19M 0.14%
38,875
-2,305
155
$2.17M 0.14%
13,493
-879
156
$2.16M 0.13%
20,784
-1,051
157
$2.15M 0.13%
478,080
+2,480
158
$2.13M 0.13%
28,677
-62
159
$2.13M 0.13%
50,452
-976
160
$2.1M 0.13%
12,334
-115
161
$2.1M 0.13%
11,058
+372
162
$2.09M 0.13%
19,120
-639
163
$2.09M 0.13%
29,457
-639
164
$2.07M 0.13%
19,526
-185
165
$2.04M 0.13%
43,845
+16,210
166
$2.03M 0.13%
47,808
-2,978
167
$2.02M 0.13%
21,220
-186
168
$2.01M 0.13%
14,332
-794
169
$2M 0.12%
53,863
-942
170
$2M 0.12%
29,892
-1,034
171
$1.99M 0.12%
1,143
-21
172
$1.98M 0.12%
52,763
-1,448
173
$1.98M 0.12%
39,835
-877
174
$1.98M 0.12%
10,850
-83
175
$1.95M 0.12%
73,930
-1,279
5 6
7
8 9