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
$1.6B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,739
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$2.91M
3
+$2.85M
4
PBCT
People's United Financial Inc
PBCT
+$2.83M
5
DIS icon
Walt Disney
DIS
+$1.97M

Top Sells

1
+$3.36M
2
+$2.28M
3
+$1.96M
4
FISV
Fiserv Inc
FISV
+$1.8M
5
HD icon
Home Depot
HD
+$1.77M

Sector Composition

1 Technology 15.88%
2 Financials 15.8%
3 Healthcare 12.23%
4 Industrials 9.99%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.69M 0.11%
21,616
+520
202
$1.68M 0.1%
71,304
-5,084
203
$1.68M 0.1%
22,344
-2,252
204
$1.68M 0.1%
11,801
-779
205
$1.68M 0.1%
19,774
+214
206
$1.67M 0.1%
16,004
-758
207
$1.67M 0.1%
20,763
-1,541
208
$1.66M 0.1%
7,025
+191
209
$1.65M 0.1%
17,261
-193
210
$1.64M 0.1%
12,340
-516
211
$1.63M 0.1%
19,962
-227
212
$1.61M 0.1%
22,548
-2,617
213
$1.6M 0.1%
33,880
-368
214
$1.58M 0.1%
41,295
+1,385
215
$1.58M 0.1%
29,084
-1,881
216
$1.57M 0.1%
36,490
-1,154
217
$1.57M 0.1%
26,169
+188
218
$1.55M 0.1%
37,562
+342
219
$1.54M 0.1%
17,889
-1,003
220
$1.54M 0.1%
5,309
-267
221
$1.53M 0.1%
7,679
+4,739
222
$1.52M 0.1%
15,142
+414
223
$1.5M 0.09%
13,025
+8,268
224
$1.48M 0.09%
32,507
-2,591
225
$1.47M 0.09%
5,620
-87
7 8
9
10 11