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
426
$329K 0.03%
23,007
+4,889
427
$327K 0.03%
5,197
+1,658
428
$326K 0.03%
67
+18
429
$324K 0.03%
10,748
+2,633
430
$324K 0.03%
12,574
+2,655
431
$324K 0.03%
3,066
+1,776
432
$323K 0.03%
6,619
433
$322K 0.03%
6,553
+1,645
434
$321K 0.03%
4,943
+563
435
$321K 0.03%
7,066
+1,718
436
$320K 0.03%
9,716
+3,783
437
$320K 0.03%
13,655
+4,858
438
$319K 0.03%
7,680
439
$317K 0.03%
8,746
+2,168
440
$316K 0.03%
24,195
-23,669
441
$315K 0.03%
2,110
+642
442
$313K 0.03%
6,694
+2,253
443
$313K 0.03%
7,127
+727
444
$312K 0.03%
6,656
445
$311K 0.03%
8,418
+2,480
446
$310K 0.03%
25,100
+1,036
447
$309K 0.03%
8,049
448
$308K 0.03%
3,100
+525
449
$305K 0.03%
10,201
+2,256
450
$305K 0.03%
5,764
+1,201
16 17
18
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