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
1751
$5K ﹤0.01%
434
1752
$5K ﹤0.01%
140
1753
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250
1754
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197
1755
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47
1756
$5K ﹤0.01%
250
1757
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630
1758
$5K ﹤0.01%
150
1759
$5K ﹤0.01%
966
1760
$5K ﹤0.01%
1,093
1761
$5K ﹤0.01%
894
1762
$5K ﹤0.01%
618
1763
$5K ﹤0.01%
597
1764
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78
1765
$5K ﹤0.01%
535
1766
$5K ﹤0.01%
390
-300
1767
$4K ﹤0.01%
70
1768
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90
1769
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120
1770
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72
1771
$4K ﹤0.01%
400
1772
$4K ﹤0.01%
1,094
1773
$4K ﹤0.01%
310
1774
$4K ﹤0.01%
110
1775
$4K ﹤0.01%
280