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 Inc
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 13.39%
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
1801
$2K ﹤0.01%
140
1802
$2K ﹤0.01%
50
1803
$2K ﹤0.01%
190
1804
$2K ﹤0.01%
230
1805
$2K ﹤0.01%
140
1806
$2K ﹤0.01%
77
1807
$2K ﹤0.01%
130
1808
$2K ﹤0.01%
190
1809
$2K ﹤0.01%
75
1810
$2K ﹤0.01%
550
-1,000
1811
$2K ﹤0.01%
250
1812
$2K ﹤0.01%
48
1813
$2K ﹤0.01%
185
1814
$2K ﹤0.01%
55
1815
$2K ﹤0.01%
1,200
1816
$2K ﹤0.01%
140
1817
$2K ﹤0.01%
195
1818
$2K ﹤0.01%
83
1819
$2K ﹤0.01%
120
1820
$2K ﹤0.01%
290
1821
$2K ﹤0.01%
2,385
1822
$1K ﹤0.01%
+110
1823
$1K ﹤0.01%
50
1824
$1K ﹤0.01%
100
1825
$1K ﹤0.01%
80
71 72
73
74 75