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
276
$560K 0.05%
15,771
+5,339
277
$553K 0.05%
6,671
+3,021
278
$549K 0.05%
7,504
+144
279
$549K 0.05%
5,955
-1,719
280
$544K 0.04%
7,905
+2,893
281
$544K 0.04%
9,373
+2,654
282
$536K 0.04%
22,626
+3,755
283
$531K 0.04%
6,374
+1,418
284
$530K 0.04%
7,462
+2,717
285
$526K 0.04%
25,252
-332
286
$524K 0.04%
13,250
+5,050
287
$524K 0.04%
7,510
-386
288
$519K 0.04%
7,010
+2,639
289
$519K 0.04%
11,918
+4,278
290
$514K 0.04%
25,152
+8,791
291
$513K 0.04%
4,475
+1,183
292
$512K 0.04%
11,414
-20,125
293
$512K 0.04%
15,318
+2,566
294
$510K 0.04%
12,737
+1,942
295
$509K 0.04%
12,733
-1,169
296
$508K 0.04%
4,242
+1,778
297
$507K 0.04%
3,799
+1,307
298
$506K 0.04%
6,357
+1,522
299
$500K 0.04%
8,395
+2,712
300
$497K 0.04%
7,419
+2,829
10 11
12
13 14