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
576
$181K 0.01%
8,398
+1,138
577
$181K 0.01%
766
578
$177K 0.01%
2,443
579
$177K 0.01%
3,642
+474
580
$177K 0.01%
5,695
+632
581
$177K 0.01%
3,620
582
$175K 0.01%
1,470
583
$174K 0.01%
2,149
-141
584
$172K 0.01%
2,890
585
$172K 0.01%
1,191
-444
586
$172K 0.01%
4,158
+2,814
587
$171K 0.01%
12,133
+1,648
588
$170K 0.01%
2,073
589
$169K 0.01%
1,368
590
$169K 0.01%
5,118
+891
591
$167K 0.01%
3,060
592
$167K 0.01%
1,826
+101
593
$166K 0.01%
3,710
594
$166K 0.01%
1,902
595
$165K 0.01%
6,280
596
$165K 0.01%
6,380
597
$164K 0.01%
3,100
+400
598
$163K 0.01%
6,000
599
$163K 0.01%
2,980
600
$163K 0.01%
11,760
-7,560
22 23
24
25 26