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
551
$359K 0.02%
+2,374
552
$358K 0.02%
6,225
553
$357K 0.02%
2,664
554
$353K 0.02%
4,014
-895
555
$353K 0.02%
2,383
-655
556
$352K 0.02%
2,898
-822
557
$350K 0.02%
4,548
558
$350K 0.02%
14,265
559
$348K 0.02%
2,627
-1,170
560
$347K 0.02%
3,125
561
$345K 0.02%
3,280
-730
562
$343K 0.02%
5,189
563
$342K 0.02%
5,040
-1,265
564
$342K 0.02%
+14,250
565
$341K 0.02%
2,865
-315
566
$341K 0.02%
812
567
$341K 0.02%
4,920
568
$339K 0.02%
3,873
569
$339K 0.02%
3,284
570
$338K 0.02%
2,844
571
$338K 0.02%
+1,719
572
$336K 0.02%
978
573
$336K 0.02%
6,408
-3,107
574
$335K 0.02%
+1,710
575
$334K 0.02%
4,378
21 22
23
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