LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
26
$13.6M 1.12%
114,582
-39,578
27
$12.8M 1.05%
98,047
-60
28
$12.8M 1.05%
181,055
+24,358
29
$12.8M 1.05%
312,506
+20,822
30
$12.5M 1.02%
207,422
+201,607
31
$11.6M 0.95%
463,164
+44,000
32
$11.3M 0.92%
227,186
+2,642
33
$11M 0.9%
113,081
+9,345
34
$10.9M 0.89%
253,231
+12,060
35
$10.4M 0.85%
67,958
-1,282
36
$10.2M 0.84%
134,008
-1,190
37
$10.2M 0.83%
146,095
+33
38
$10.2M 0.83%
57,493
+53,821
39
$9.57M 0.78%
247,649
+37,922
40
$9.21M 0.75%
81,200
+7,512
41
$9.18M 0.75%
226,204
-27,548
42
$9.14M 0.75%
221,593
-36,167
43
$8.68M 0.71%
95,022
+4,906
44
$8.56M 0.7%
106,228
+27,358
45
$8.25M 0.68%
66,478
-910
46
$8.18M 0.67%
83,317
-89
47
$7.32M 0.6%
178,641
+55,902
48
$6.95M 0.57%
97,436
+1,250
49
$6.62M 0.54%
67,570
+8,695
50
$6.03M 0.49%
233,563
+32,887
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