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
326
$452K 0.04%
11,277
+3,771
327
$451K 0.04%
15,862
328
$451K 0.04%
11,214
+3,294
329
$450K 0.04%
8,119
+2,343
330
$448K 0.04%
6,973
+1,874
331
$448K 0.04%
12,534
+3,354
332
$448K 0.04%
6,085
+1,829
333
$444K 0.04%
11,158
+4,216
334
$442K 0.04%
7,631
-11,922
335
$441K 0.04%
16,096
-34,914
336
$438K 0.04%
8,240
+2,311
337
$438K 0.04%
8,069
+2,032
338
$437K 0.04%
6,664
+1,771
339
$435K 0.04%
8,578
+3,622
340
$431K 0.04%
22,470
341
$431K 0.04%
9,494
342
$430K 0.04%
6,200
+2,050
343
$427K 0.04%
5,263
+1,614
344
$423K 0.03%
6,230
+2,087
345
$419K 0.03%
12,886
+5,520
346
$417K 0.03%
7,290
+3,053
347
$416K 0.03%
9,846
+3,384
348
$414K 0.03%
10,940
+3,348
349
$414K 0.03%
6,091
+1,393
350
$412K 0.03%
7,001
+1,456
12 13
14
15 16