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
$1.6B
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
FI icon
Fiserv
FI
+$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
1
$48M 2.99%
1,011,192
-12,716
2
$27.5M 1.71%
176,204
-14,612
3
$24.8M 1.54%
128,989
-9,233
4
$22.4M 1.39%
126,786
-4,700
5
$22M 1.37%
249,344
-20,377
6
$20.1M 1.25%
164,156
-2,355
7
$20M 1.24%
169,404
+52,466
8
$19.8M 1.24%
718,595
-20,054
9
$19.6M 1.22%
176,155
+17,744
10
$18.3M 1.14%
312,700
-5,100
11
$18.1M 1.13%
154,344
-6,690
12
$17.5M 1.09%
215,893
+23,131
13
$17M 1.06%
716,668
+5,675
14
$16.9M 1.05%
422,393
-13,156
15
$15.7M 0.98%
127,807
-1,922
16
$15.2M 0.95%
80,047
-1,489
17
$15.1M 0.94%
375,898
-8,524
18
$15M 0.93%
185,134
+2,736
19
$14.8M 0.92%
208,475
-5,084
20
$13.7M 0.86%
233,380
-4,960
21
$13.6M 0.85%
224,070
+15,861
22
$13.4M 0.84%
166,315
-3,191
23
$13.3M 0.83%
145,945
-950
24
$12.5M 0.78%
120,274
-6,109
25
$12.2M 0.76%
72,903
-3,006
1
2 3 4 5