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
$1.22B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,187
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.5M
3
+$3.96M
4
HD icon
Home Depot
HD
+$3.1M
5
AAPL icon
Apple
AAPL
+$3M

Top Sells

1
+$10.1M
2
+$9.9M
3
+$8.15M
4
CVX icon
Chevron
CVX
+$4.71M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.01M

Sector Composition

1 Healthcare 16.08%
2 Financials 14.01%
3 Technology 13.86%
4 Industrials 9.08%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$615K 0.05%
4,128
+1,955
252
$610K 0.05%
13,574
+6,078
253
$609K 0.05%
7,227
+1,978
254
$608K 0.05%
16,936
+6,326
255
$602K 0.05%
8,164
+3,062
256
$596K 0.05%
5,286
+2,457
257
$594K 0.05%
3,528
-4,643
258
$593K 0.05%
17,921
+8,443
259
$593K 0.05%
13,346
+5,010
260
$588K 0.05%
16,984
+8,563
261
$585K 0.05%
11,563
+3,785
262
$584K 0.05%
24,177
-29,884
263
$581K 0.05%
11,943
+5,274
264
$581K 0.05%
3,757
-544
265
$575K 0.05%
10,823
+3,817
266
$574K 0.05%
4,609
+1,616
267
$573K 0.05%
10,083
-1,312
268
$571K 0.05%
10,153
+4,207
269
$568K 0.05%
14,001
+5,314
270
$566K 0.05%
9,915
+3,812
271
$564K 0.05%
8,035
+3,598
272
$564K 0.05%
8,675
+2,870
273
$563K 0.05%
5,119
+1,545
274
$563K 0.05%
7,247
+2,018
275
$560K 0.05%
10,875
+2,827
9 10
11
12 13