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
401
$359K 0.03%
3,369
+530
402
$359K 0.03%
5,210
+1,316
403
$358K 0.03%
6,487
+828
404
$356K 0.03%
11,387
+2,820
405
$355K 0.03%
5,321
406
$355K 0.03%
872
+72
407
$353K 0.03%
9,068
+3,210
408
$347K 0.03%
6,630
+1,850
409
$347K 0.03%
5,018
+1,173
410
$345K 0.03%
15,756
+4,004
411
$344K 0.03%
6,786
+2,160
412
$342K 0.03%
10,099
+3,745
413
$342K 0.03%
5,472
+1,381
414
$340K 0.03%
27,534
+9,522
415
$338K 0.03%
6,516
+1,389
416
$337K 0.03%
29,124
+7,134
417
$335K 0.03%
4,037
+1,156
418
$335K 0.03%
10,120
+2,558
419
$334K 0.03%
8,418
+2,522
420
$334K 0.03%
6,366
+1,785
421
$334K 0.03%
23,655
+10,255
422
$333K 0.03%
3,410
423
$333K 0.03%
38,117
+10,126
424
$333K 0.03%
4,389
+871
425
$333K 0.03%
5,384
+1,521
15 16
17
18 19