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
$1.9B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
911
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$3.17M
3
+$2.22M
4
GLD icon
SPDR Gold Trust
GLD
+$2.09M
5
JPM icon
JPMorgan Chase
JPM
+$1.32M

Top Sells

1
+$105M
2
+$2.9M
3
+$2.9M
4
PFE icon
Pfizer
PFE
+$1.18M
5
OXY icon
Occidental Petroleum
OXY
+$1.09M

Sector Composition

1 Technology 19.35%
2 Financials 13.34%
3 Healthcare 13.1%
4 Industrials 10.07%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$378K 0.02%
2,096
-1,069
527
$377K 0.02%
2,117
-25
528
$377K 0.02%
5,150
+1,046
529
$376K 0.02%
10,768
530
$375K 0.02%
4,845
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531
$374K 0.02%
2,901
532
$374K 0.02%
1,832
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533
$373K 0.02%
5,850
-383
534
$373K 0.02%
5,999
-306
535
$371K 0.02%
4,459
536
$370K 0.02%
14,383
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537
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6,606
538
$369K 0.02%
8,035
539
$369K 0.02%
16,016
-16,068
540
$368K 0.02%
28,814
541
$366K 0.02%
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544
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8,888
545
$361K 0.02%
10,249
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546
$361K 0.02%
5,271
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547
$360K 0.02%
3,807
-226
548
$359K 0.02%
6,642
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549
$359K 0.02%
4,830
-553
550
$359K 0.02%
2,238
-204
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