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
701
$254K 0.01%
+5,059
702
$254K 0.01%
15,345
703
$254K 0.01%
3,463
-371
704
$254K 0.01%
2,005
-261
705
$254K 0.01%
11,666
706
$253K 0.01%
8,403
-12,338
707
$253K 0.01%
2,485
-710
708
$253K 0.01%
2,630
709
$253K 0.01%
62
-40
710
$252K 0.01%
+5,859
711
$252K 0.01%
3,274
712
$252K 0.01%
6,550
713
$252K 0.01%
4,271
-570
714
$251K 0.01%
6,148
715
$251K 0.01%
2,153
716
$251K 0.01%
8,636
+2,192
717
$251K 0.01%
+1,635
718
$249K 0.01%
+982
719
$248K 0.01%
3,015
720
$248K 0.01%
8,515
721
$248K 0.01%
+266
722
$248K 0.01%
3,446
-1,454
723
$247K 0.01%
+4,445
724
$247K 0.01%
+3,022
725
$247K 0.01%
+7,626
27 28
29
30 31