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
351
$412K 0.03%
3,804
+1,277
352
$411K 0.03%
36,150
+9,650
353
$408K 0.03%
8,380
+1,328
354
$407K 0.03%
5,192
+1,586
355
$406K 0.03%
13,133
+3,100
356
$403K 0.03%
1,960
-167
357
$402K 0.03%
9,015
+3,643
358
$400K 0.03%
7,127
+2,474
359
$399K 0.03%
34,816
+9,248
360
$399K 0.03%
5,129
+1,895
361
$397K 0.03%
4,254
+1,290
362
$397K 0.03%
7,080
+1,560
363
$397K 0.03%
5,005
+1,438
364
$394K 0.03%
6,656
+818
365
$393K 0.03%
12,499
+4,022
366
$390K 0.03%
4,585
+1,267
367
$388K 0.03%
27,253
+7,005
368
$387K 0.03%
11,710
+1,981
369
$386K 0.03%
9,192
+1,506
370
$383K 0.03%
7,345
+2,150
371
$383K 0.03%
18,934
+5,789
372
$383K 0.03%
34,430
+10,993
373
$382K 0.03%
4,798
+1,455
374
$380K 0.03%
7,027
+1,878
375
$379K 0.03%
8,242
+2,448
13 14
15
16 17