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
201
$1.48M 0.1%
18,234
+12,592
202
$1.48M 0.1%
20,223
-4,050
203
$1.47M 0.1%
16,586
204
$1.47M 0.1%
17,172
205
$1.46M 0.1%
14,206
+98
206
$1.43M 0.1%
38,056
+274
207
$1.43M 0.1%
19,494
+13,717
208
$1.4M 0.1%
13,573
+170
209
$1.38M 0.1%
9,071
+340
210
$1.36M 0.1%
61,441
+5,818
211
$1.33M 0.09%
26,927
-979
212
$1.33M 0.09%
9,958
+3,694
213
$1.32M 0.09%
12,237
+331
214
$1.29M 0.09%
27,354
-520
215
$1.27M 0.09%
106,230
-108
216
$1.23M 0.09%
24,994
+933
217
$1.22M 0.09%
834
+13
218
$1.18M 0.08%
49,650
+18,659
219
$1.15M 0.08%
10,916
+463
220
$1.13M 0.08%
9,683
+280
221
$1.12M 0.08%
16,746
+668
222
$1.11M 0.08%
19,003
-1,005
223
$1.1M 0.08%
82,194
+11,531
224
$1.09M 0.08%
43,205
+2,051
225
$1.09M 0.08%
13,245
+800
7 8
9
10 11