LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
51
$5.37M 0.44%
50,819
+3,970
52
$5.31M 0.44%
86,340
+17,239
53
$5.04M 0.41%
98,085
+25,029
54
$4.86M 0.4%
74,985
+10,433
55
$4.85M 0.4%
80,143
+9,753
56
$4.83M 0.4%
170,372
+1,086
57
$4.82M 0.39%
43,758
+4,011
58
$4.8M 0.39%
70,804
+5,256
59
$4.78M 0.39%
124,035
+14,782
60
$4.5M 0.37%
176,460
+12,723
61
$4.45M 0.37%
66,674
+10,183
62
$4.29M 0.35%
34,322
+65
63
$4.23M 0.35%
36,361
-17,274
64
$4.06M 0.33%
57,721
+10,892
65
$4.05M 0.33%
45,364
+5,623
66
$4M 0.33%
21,713
+7,647
67
$3.94M 0.32%
26,631
+977
68
$3.94M 0.32%
73,436
+9,009
69
$3.87M 0.32%
47,613
+6,160
70
$3.85M 0.32%
33,702
-161
71
$3.8M 0.31%
40,729
-2,352
72
$3.79M 0.31%
105,760
+8,168
73
$3.75M 0.31%
72,170
-1,612
74
$3.73M 0.31%
73,521
+2,830
75
$3.72M 0.3%
78,203
+33,863
1 2
3
4 5