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
1751
$7K ﹤0.01%
+370
1752
$7K ﹤0.01%
310
1753
$7K ﹤0.01%
280
1754
$7K ﹤0.01%
158
1755
$7K ﹤0.01%
953
1756
$7K ﹤0.01%
2,060
1757
$7K ﹤0.01%
78
1758
$6K ﹤0.01%
180
1759
$6K ﹤0.01%
324
1760
$6K ﹤0.01%
445
1761
$6K ﹤0.01%
490
1762
$6K ﹤0.01%
89
1763
$6K ﹤0.01%
500
1764
$6K ﹤0.01%
2,035
1765
$6K ﹤0.01%
852
1766
$6K ﹤0.01%
525
1767
$6K ﹤0.01%
600
1768
$6K ﹤0.01%
237
1769
$6K ﹤0.01%
240
1770
$6K ﹤0.01%
293
1771
$6K ﹤0.01%
+4,550
1772
$6K ﹤0.01%
1,130
1773
$6K ﹤0.01%
663
1774
$5K ﹤0.01%
550
1775
$5K ﹤0.01%
25