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
$1.9B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
911
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$3.17M
3
+$2.22M
4
GLD icon
SPDR Gold Trust
GLD
+$2.09M
5
JPM icon
JPMorgan Chase
JPM
+$1.32M

Top Sells

1
+$105M
2
+$2.9M
3
+$2.9M
4
PFE icon
Pfizer
PFE
+$1.18M
5
OXY icon
Occidental Petroleum
OXY
+$1.09M

Sector Composition

1 Technology 19.35%
2 Financials 13.34%
3 Healthcare 13.1%
4 Industrials 10.07%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.42M 0.07%
36,380
+932
227
$1.42M 0.07%
10,122
-104
228
$1.41M 0.07%
6,712
+30
229
$1.41M 0.07%
14,659
-1,102
230
$1.41M 0.07%
23,449
-551
231
$1.41M 0.07%
9,185
-248
232
$1.38M 0.07%
2,859
+428
233
$1.37M 0.07%
28,362
+1,848
234
$1.37M 0.07%
8,991
+78
235
$1.36M 0.07%
60,405
+13,599
236
$1.35M 0.07%
12,859
+975
237
$1.34M 0.07%
28,390
-6,260
238
$1.34M 0.07%
6,708
-290
239
$1.33M 0.07%
36,802
+6,036
240
$1.33M 0.07%
4,361
+235
241
$1.33M 0.07%
6,155
+605
242
$1.33M 0.07%
44,202
-160
243
$1.32M 0.07%
15,123
+1,308
244
$1.32M 0.07%
53,659
-4,108
245
$1.31M 0.07%
3,702
-204
246
$1.31M 0.07%
5,333
-1,879
247
$1.31M 0.07%
6,061
-89
248
$1.3M 0.07%
2,434
-103
249
$1.3M 0.07%
1,093
-81
250
$1.29M 0.07%
68,958
+44,109
8 9
10
11 12