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
$1.24B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,909
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$7.5M
3
+$2.49M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.28M
5
KHC icon
Kraft Heinz
KHC
+$1.08M

Top Sells

1
+$5.8M
2
+$2.21M
3
+$1.6M
4
CVS icon
CVS Health
CVS
+$1.31M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.26M

Sector Composition

1 Healthcare 16.02%
2 Financials 15.71%
3 Technology 12.11%
4 Industrials 10.82%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$384K 0.03%
58,790
+4,740
477
$382K 0.03%
25,493
+5,049
478
$381K 0.03%
11,918
+1,164
479
$380K 0.03%
6,313
-4
480
$376K 0.03%
2,476
+87
481
$375K 0.03%
14,893
-471
482
$374K 0.03%
14,541
+1,661
483
$373K 0.03%
8,315
+587
484
$373K 0.03%
11,349
+1,157
485
$370K 0.03%
6,355
+687
486
$370K 0.03%
20,145
+2,294
487
$370K 0.03%
11,729
488
$365K 0.03%
10,350
+996
489
$365K 0.03%
3,565
+760
490
$364K 0.03%
6,768
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491
$363K 0.03%
8,310
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492
$362K 0.03%
23,875
-6,850
493
$362K 0.03%
12,324
-435
494
$362K 0.03%
13,982
+1,327
495
$361K 0.03%
7,278
+24
496
$361K 0.03%
4,413
-19
497
$358K 0.03%
8,112
+896
498
$358K 0.03%
7,270
+1,017
499
$357K 0.03%
7,949
+504
500
$356K 0.03%
3,393
+393
18 19
20
21 22