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
1826
$1K ﹤0.01%
150
1827
$1K ﹤0.01%
90
1828
$1K ﹤0.01%
50
1829
$1K ﹤0.01%
360
1830
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29
1831
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40
1832
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31
1833
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25
1834
$1K ﹤0.01%
40
1835
$1K ﹤0.01%
685
1836
$1K ﹤0.01%
+164
1837
$1K ﹤0.01%
120
1838
$1K ﹤0.01%
62
-100
1839
$1K ﹤0.01%
195
1840
$1K ﹤0.01%
70
1841
$1K ﹤0.01%
350
1842
$1K ﹤0.01%
529
1843
$1K ﹤0.01%
180
-500
1844
$1K ﹤0.01%
10
1845
$1K ﹤0.01%
60
1846
$1K ﹤0.01%
210
1847
$1K ﹤0.01%
6
1848
$1K ﹤0.01%
20
1849
$1K ﹤0.01%
92
1850
$1K ﹤0.01%
360