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
$1.9B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
911
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$3.17M
3
+$2.22M
4
GLD icon
SPDR Gold Trust
GLD
+$2.09M
5
JPM icon
JPMorgan Chase
JPM
+$1.32M

Top Sells

1
+$105M
2
+$2.9M
3
+$2.9M
4
PFE icon
Pfizer
PFE
+$1.18M
5
OXY icon
Occidental Petroleum
OXY
+$1.09M

Sector Composition

1 Technology 19.35%
2 Financials 13.34%
3 Healthcare 13.1%
4 Industrials 10.07%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$592K 0.03%
2,877
+670
377
$590K 0.03%
6,222
378
$589K 0.03%
14,637
-2,552
379
$586K 0.03%
11,816
-76
380
$586K 0.03%
5,537
381
$582K 0.03%
2,802
+211
382
$578K 0.03%
3,503
+408
383
$572K 0.03%
4,666
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384
$572K 0.03%
11,970
+852
385
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11,182
+2,572
386
$568K 0.03%
1,751
+372
387
$567K 0.03%
18,795
-5,145
388
$567K 0.03%
1,253
-258
389
$566K 0.03%
2,817
-341
390
$565K 0.03%
13,699
391
$563K 0.03%
5,159
392
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3,782
+1,268
393
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2,439
-582
394
$559K 0.03%
8,910
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395
$559K 0.03%
5,654
+1,659
396
$559K 0.03%
4,303
+1,803
397
$558K 0.03%
15,604
-3,806
398
$558K 0.03%
27,809
-333
399
$558K 0.03%
1,438
+294
400
$553K 0.03%
23,825
+10,466
14 15
16
17 18