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
451
$302K 0.02%
8,389
+748
452
$301K 0.02%
26,542
+6,384
453
$299K 0.02%
5,424
454
$299K 0.02%
+4,262
455
$298K 0.02%
8,110
456
$298K 0.02%
10,880
+2,089
457
$297K 0.02%
4,464
+899
458
$297K 0.02%
6,049
+746
459
$296K 0.02%
16,492
460
$295K 0.02%
5,066
+1,063
461
$295K 0.02%
4,920
462
$295K 0.02%
3,419
+835
463
$294K 0.02%
8,952
+1,181
464
$294K 0.02%
6,425
+2,110
465
$292K 0.02%
53,030
+11,900
466
$290K 0.02%
1,802
+495
467
$290K 0.02%
3,186
-274
468
$290K 0.02%
7,952
+1,285
469
$289K 0.02%
14,801
+4,577
470
$289K 0.02%
2,126
+475
471
$289K 0.02%
2,317
+689
472
$289K 0.02%
6,897
+1,560
473
$289K 0.02%
3,194
+467
474
$289K 0.02%
4,477
+728
475
$288K 0.02%
11,241
+2,224
17 18
19
20 21