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
1751
$5K ﹤0.01%
110
1752
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1753
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1759
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1,093
1761
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894
1762
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535
1766
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390
-300
1767
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1769
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1770
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1771
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1772
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1773
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120
1774
$4K ﹤0.01%
72
1775
$4K ﹤0.01%
400