LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
1826
$2K ﹤0.01%
70
1827
$2K ﹤0.01%
550
1828
$2K ﹤0.01%
230
1829
$2K ﹤0.01%
20
1830
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50
1831
$2K ﹤0.01%
250
1832
$2K ﹤0.01%
+15
1833
$2K ﹤0.01%
48
1834
$2K ﹤0.01%
55
1835
$2K ﹤0.01%
50
1836
$2K ﹤0.01%
320
1837
$2K ﹤0.01%
140
1838
$2K ﹤0.01%
50
1839
$2K ﹤0.01%
195
1840
$2K ﹤0.01%
83
1841
$2K ﹤0.01%
290
1842
$2K ﹤0.01%
100
1843
$2K ﹤0.01%
360
1844
$1K ﹤0.01%
29
1845
$1K ﹤0.01%
40
1846
$1K ﹤0.01%
31
1847
$1K ﹤0.01%
320
1848
$1K ﹤0.01%
25
1849
$1K ﹤0.01%
685
1850
$1K ﹤0.01%
195
72 73
74
75 76