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
176
$1.69M 0.12%
9,519
+448
177
$1.69M 0.12%
21,398
+12,712
178
$1.68M 0.12%
19,239
+813
179
$1.68M 0.12%
24,345
+1,031
180
$1.67M 0.12%
11,720
+1,178
181
$1.65M 0.12%
98,260
+64,912
182
$1.65M 0.12%
22,435
+848
183
$1.64M 0.12%
5,782
+114
184
$1.63M 0.11%
31,290
-742
185
$1.61M 0.11%
18,639
+238
186
$1.61M 0.11%
21,772
-1,796
187
$1.6M 0.11%
28,907
+302
188
$1.6M 0.11%
20,457
+413
189
$1.59M 0.11%
7,567
+3,883
190
$1.59M 0.11%
29,990
+1,596
191
$1.58M 0.11%
18,136
+288
192
$1.57M 0.11%
35,463
+2,495
193
$1.56M 0.11%
41,307
+1,964
194
$1.56M 0.11%
12,374
+8,167
195
$1.52M 0.11%
28,020
+872
196
$1.51M 0.11%
20,887
+327
197
$1.5M 0.11%
21,021
+903
198
$1.5M 0.11%
12,363
+925
199
$1.49M 0.11%
10,380
+536
200
$1.49M 0.1%
14,287
+398
6 7
8
9 10