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
551
$196K 0.02%
5,800
552
$195K 0.02%
8,387
553
$195K 0.02%
10,250
+1,575
554
$195K 0.02%
3,260
555
$194K 0.02%
3,590
556
$192K 0.02%
1,967
+97
557
$192K 0.02%
11,068
558
$191K 0.02%
1,036
559
$191K 0.02%
1,700
560
$190K 0.02%
2,331
561
$189K 0.02%
27,192
+2,654
562
$189K 0.02%
4,855
-445
563
$188K 0.02%
5,500
564
$188K 0.02%
5,590
565
$188K 0.02%
2,991
566
$187K 0.02%
1,530
567
$187K 0.02%
762
+174
568
$186K 0.02%
930
569
$186K 0.02%
936
-134
570
$186K 0.02%
1,720
571
$185K 0.02%
3,970
572
$184K 0.02%
3,470
573
$183K 0.02%
2,380
574
$183K 0.02%
3,490
575
$183K 0.02%
11,000
21 22
23
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