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
476
$288K 0.02%
25,988
+2,207
477
$287K 0.02%
17,570
+4,199
478
$285K 0.02%
636,240
+142,920
479
$284K 0.02%
11,323
+2,907
480
$283K 0.02%
1,342
+487
481
$280K 0.02%
5,533
+715
482
$280K 0.02%
3,125
-35
483
$278K 0.02%
9,573
+1,702
484
$278K 0.02%
22,560
+2,778
485
$276K 0.02%
8,280
+1,980
486
$276K 0.02%
6,959
+736
487
$275K 0.02%
4,136
-52
488
$275K 0.02%
3,218
+407
489
$273K 0.02%
9,530
+3,206
490
$272K 0.02%
2,550
+402
491
$272K 0.02%
5,537
+1,452
492
$272K 0.02%
1,224
-174
493
$270K 0.02%
219
+18
494
$268K 0.02%
2,590
495
$267K 0.02%
15,515
+3,938
496
$265K 0.02%
5,931
+336
497
$265K 0.02%
9,625
498
$265K 0.02%
15,440
+3,148
499
$264K 0.02%
10,164
+2,085
500
$263K 0.02%
1,420
18 19
20
21 22