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
501
$263K 0.02%
2,253
-8
502
$263K 0.02%
5,447
503
$258K 0.02%
10,145
+2,678
504
$255K 0.02%
3,520
+82
505
$254K 0.02%
4,387
+1,124
506
$251K 0.02%
6,384
-302
507
$250K 0.02%
1,950
+1,025
508
$250K 0.02%
25,415
+3,599
509
$249K 0.02%
6,590
+1,241
510
$248K 0.02%
7,316
+1,384
511
$247K 0.02%
11,502
512
$246K 0.02%
16,834
+6,709
513
$245K 0.02%
5,350
514
$245K 0.02%
3,086
+406
515
$245K 0.02%
3,030
516
$243K 0.02%
2,322
-312
517
$242K 0.02%
8,086
+3,225
518
$239K 0.02%
7,329
+362
519
$239K 0.02%
9,259
520
$236K 0.02%
10,881
+1,800
521
$236K 0.02%
4,844
+778
522
$235K 0.02%
22,896
+4,648
523
$235K 0.02%
6,987
+1,638
524
$235K 0.02%
2,064
525
$234K 0.02%
8,866
+3,380
19 20
21
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