LIA

LS Investment Advisors Portfolio holdings

AUM $714M
1-Year Est. Return 21.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.53%
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 +$2.6M
2 +$1.89M
3 +$1.51M
4
WMT icon
Walmart Inc
WMT
+$1.13M
5
CSCO icon
Cisco
CSCO
+$1.12M

Top Sells

1 +$8.03M
2 +$3.39M
3 +$1.18M
4
TWX
Time Warner Inc
TWX
+$1.12M
5
RAI
Reynolds American Inc
RAI
+$1.09M

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
1726
$7K ﹤0.01%
240
1727
$7K ﹤0.01%
293
1728
$7K ﹤0.01%
918
1729
$7K ﹤0.01%
2,025
1730
$7K ﹤0.01%
970
1731
$7K ﹤0.01%
923
1732
$7K ﹤0.01%
444
1733
$6K ﹤0.01%
1,332
1734
$6K ﹤0.01%
180
1735
$6K ﹤0.01%
370
1736
$6K ﹤0.01%
100
1737
$6K ﹤0.01%
603
1738
$6K ﹤0.01%
180
1739
$6K ﹤0.01%
2,035
1740
$6K ﹤0.01%
852
1741
$6K ﹤0.01%
200
1742
$6K ﹤0.01%
280
1743
$6K ﹤0.01%
106
1744
$6K ﹤0.01%
1
1745
$5K ﹤0.01%
434
1746
$5K ﹤0.01%
120
1747
$5K ﹤0.01%
320
1748
$5K ﹤0.01%
90
1749
$5K ﹤0.01%
630
1750
$5K ﹤0.01%
150