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
676
$80K 0.01%
5,270
677
$79K 0.01%
2,200
678
$77K 0.01%
680
679
$75K 0.01%
867
-99
680
$75K 0.01%
1,140
681
$71K 0.01%
1,261
682
$67K 0.01%
266
683
$63K 0.01%
1,407
-181
684
$62K 0.01%
1,180
-155,115
685
$61K 0.01%
970
686
$59K ﹤0.01%
1,375
+13
687
$55K ﹤0.01%
980
688
$55K ﹤0.01%
1,000
689
$54K ﹤0.01%
934
690
$53K ﹤0.01%
6,083
+138
691
$52K ﹤0.01%
1,220
692
$52K ﹤0.01%
660
693
$48K ﹤0.01%
600
694
$48K ﹤0.01%
2,100
695
$48K ﹤0.01%
2,390
696
$47K ﹤0.01%
375
-78,986
697
$46K ﹤0.01%
700
698
$46K ﹤0.01%
1,450
699
$43K ﹤0.01%
1,340
700
$42K ﹤0.01%
900
26 27
28
29 30