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
526
$231K 0.02%
14,074
+3,770
527
$231K 0.02%
3,720
528
$229K 0.02%
193
529
$228K 0.02%
6,889
+600
530
$228K 0.02%
10,911
+1,000
531
$227K 0.02%
35,320
-3,080
532
$226K 0.02%
11,761
+2,492
533
$226K 0.02%
6,650
534
$225K 0.02%
6,177
+1,244
535
$224K 0.02%
10,976
-1,424
536
$221K 0.02%
3,075
+415
537
$218K 0.02%
4,312
+1,035
538
$216K 0.02%
2,698
539
$213K 0.02%
7,248
+1,480
540
$213K 0.02%
12,642
+1,528
541
$208K 0.02%
1,787
+410
542
$206K 0.02%
2,760
+426
543
$205K 0.02%
4,809
+879
544
$204K 0.02%
5,530
545
$204K 0.02%
1,680
546
$200K 0.02%
1,560
547
$199K 0.02%
3,889
+619
548
$199K 0.02%
5,340
549
$197K 0.02%
1,410
550
$196K 0.02%
1,551
-379
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