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
376
$378K 0.03%
17,173
+5,444
377
$375K 0.03%
7,113
+1,901
378
$374K 0.03%
74,270
+27,720
379
$373K 0.03%
15,614
+2,700
380
$373K 0.03%
5,426
+1,747
381
$372K 0.03%
12,227
+1,301
382
$371K 0.03%
8,078
+2,447
383
$371K 0.03%
5,953
+1,108
384
$370K 0.03%
7,094
+1,654
385
$369K 0.03%
10,678
+918
386
$368K 0.03%
10,418
+2,055
387
$368K 0.03%
3,606
+1,611
388
$367K 0.03%
2,700
389
$365K 0.03%
18,258
+6,824
390
$365K 0.03%
6,554
+855
391
$365K 0.03%
5,902
-98
392
$365K 0.03%
9,902
+2,207
393
$363K 0.03%
8,383
+2,584
394
$362K 0.03%
3,368
+172
395
$361K 0.03%
3,148
+200
396
$361K 0.03%
10,239
+3,626
397
$361K 0.03%
7,214
+2,590
398
$360K 0.03%
7,836
+2,297
399
$359K 0.03%
11,299
+2,303
400
$359K 0.03%
12,048
+3,376
14 15
16
17 18