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
651
$110K 0.01%
2,800
+19
652
$107K 0.01%
7,388
+3,106
653
$107K 0.01%
1,888
654
$107K 0.01%
3,446
+1,333
655
$104K 0.01%
3,640
656
$102K 0.01%
1,931
+370
657
$102K 0.01%
3,099
+449
658
$99K 0.01%
3,155
+636
659
$98K 0.01%
1,300
660
$97K 0.01%
2,216
-251
661
$97K 0.01%
3,630
662
$97K 0.01%
3,528
+1,429
663
$96K 0.01%
2,535
+793
664
$95K 0.01%
23,616
+6,500
665
$92K 0.01%
2,544
666
$90K 0.01%
900
667
$88K 0.01%
1,315
668
$88K 0.01%
4,298
+1,848
669
$88K 0.01%
1,610
670
$88K 0.01%
321
+61
671
$86K 0.01%
202
+53
672
$86K 0.01%
850
673
$84K 0.01%
1,579
+455
674
$83K 0.01%
1,300
-800
675
$83K 0.01%
4,638
+1,642
25 26
27
28 29