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
551
$293K 0.02%
4,586
+800
552
$287K 0.02%
6,069
+1,674
553
$286K 0.02%
14,407
+1,988
554
$286K 0.02%
2,732
-304
555
$284K 0.02%
4,514
+589
556
$280K 0.02%
11,558
+3,612
557
$279K 0.02%
5,975
-159
558
$276K 0.02%
5,182
559
$275K 0.02%
42,089
560
$275K 0.02%
8,241
561
$272K 0.02%
3,713
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562
$270K 0.02%
5,171
+1,532
563
$268K 0.02%
10,385
+1,899
564
$268K 0.02%
5,938
+1,623
565
$267K 0.02%
17,949
+4,397
566
$263K 0.02%
9,625
567
$263K 0.02%
5,277
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568
$257K 0.02%
1,212
-57
569
$255K 0.02%
6,484
570
$253K 0.02%
3,414
-157
571
$251K 0.02%
15,302
+807
572
$250K 0.02%
4,437
+1,504
573
$247K 0.02%
3,824
+684
574
$245K 0.02%
10,258
+2,029
575
$245K 0.02%
3,901
-494
21 22
23
24 25