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
451
$461K 0.02%
4,728
-410
452
$459K 0.02%
2,253
-515
453
$459K 0.02%
10,565
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454
$458K 0.02%
1,771
+20
455
$456K 0.02%
3,331
456
$455K 0.02%
2,274
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457
$455K 0.02%
3,094
-165
458
$455K 0.02%
7,005
459
$453K 0.02%
8,102
+1,291
460
$450K 0.02%
+10,547
461
$450K 0.02%
2,346
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462
$449K 0.02%
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463
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2,105
-118
464
$449K 0.02%
744
465
$443K 0.02%
4,349
-2,691
466
$440K 0.02%
+4,257
467
$440K 0.02%
6,465
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468
$439K 0.02%
8,299
469
$438K 0.02%
2,793
-505
470
$437K 0.02%
2,635
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471
$437K 0.02%
5,652
+1,627
472
$436K 0.02%
8,416
+900
473
$433K 0.02%
3,177
+75
474
$432K 0.02%
12,460
-2,692
475
$432K 0.02%
+3,609
17 18
19
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