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
1726
$9K ﹤0.01%
104
1727
$9K ﹤0.01%
720
1728
$9K ﹤0.01%
727
1729
$9K ﹤0.01%
2,608
1730
$8K ﹤0.01%
14
1731
$8K ﹤0.01%
90
1732
$8K ﹤0.01%
400
1733
$8K ﹤0.01%
500
1734
$8K ﹤0.01%
180
1735
$8K ﹤0.01%
1,720
1736
$8K ﹤0.01%
+200
1737
$8K ﹤0.01%
929
1738
$8K ﹤0.01%
241
-74
1739
$8K ﹤0.01%
200
1740
$8K ﹤0.01%
225
1741
$8K ﹤0.01%
546
1742
$8K ﹤0.01%
559
-176
1743
$8K ﹤0.01%
106
1744
$8K ﹤0.01%
326
1745
$8K ﹤0.01%
397
1746
$8K ﹤0.01%
88
-33
1747
$8K ﹤0.01%
100
1748
$7K ﹤0.01%
1,331
-1
1749
$7K ﹤0.01%
351
1750
$7K ﹤0.01%
110
68 69
70
71 72