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
701
$41K ﹤0.01%
390
702
$41K ﹤0.01%
1,260
703
$40K ﹤0.01%
400
704
$39K ﹤0.01%
690
705
$39K ﹤0.01%
600
706
$38K ﹤0.01%
500
707
$37K ﹤0.01%
460
708
$37K ﹤0.01%
1,770
709
$35K ﹤0.01%
500
710
$35K ﹤0.01%
660
711
$34K ﹤0.01%
6,200
712
$34K ﹤0.01%
1,000
713
$33K ﹤0.01%
1,815
714
$33K ﹤0.01%
530
715
$32K ﹤0.01%
2,796
716
$32K ﹤0.01%
790
717
$31K ﹤0.01%
581
718
$31K ﹤0.01%
550
719
$30K ﹤0.01%
625
720
$29K ﹤0.01%
2,557
721
$29K ﹤0.01%
580
722
$29K ﹤0.01%
750
723
$28K ﹤0.01%
1,942
+26
724
$28K ﹤0.01%
2,000
725
$28K ﹤0.01%
790
27 28
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