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
$1.9B
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
51
$8.79M 0.46%
40,965
+2,826
52
$8.59M 0.45%
58,748
-375
53
$8.56M 0.45%
53,314
-1,855
54
$8.48M 0.45%
224,930
-16,008
55
$7.97M 0.42%
34,033
+364
56
$7.7M 0.41%
52,212
-617
57
$7.65M 0.4%
56,764
+929
58
$7.59M 0.4%
21,644
-1,033
59
$7.53M 0.4%
+31,989
60
$7.48M 0.39%
87,477
-1,030
61
$7.4M 0.39%
41,978
+199
62
$7.22M 0.38%
89,807
+347
63
$7.12M 0.38%
105,456
-4,932
64
$7.11M 0.38%
158,953
-8,370
65
$7.11M 0.38%
114,621
-4,221
66
$7.01M 0.37%
76,273
+3,250
67
$6.99M 0.37%
18,547
-1,099
68
$6.92M 0.36%
88,628
+1,669
69
$6.85M 0.36%
44,513
+798
70
$6.67M 0.35%
132,312
-8,070
71
$6.51M 0.34%
68,441
-2,553
72
$6.4M 0.34%
26,216
+1,602
73
$6.38M 0.34%
23,362
-394
74
$6.27M 0.33%
12,543
+794
75
$6.22M 0.33%
17,429
+1,402
1 2
3
4 5