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
726
$28K ﹤0.01%
3,270
727
$28K ﹤0.01%
1,070
728
$27K ﹤0.01%
1,860
729
$27K ﹤0.01%
760
730
$27K ﹤0.01%
600
731
$26K ﹤0.01%
5,010
732
$26K ﹤0.01%
2,800
733
$26K ﹤0.01%
387
734
$26K ﹤0.01%
639
735
$26K ﹤0.01%
650
736
$25K ﹤0.01%
440
+220
737
$25K ﹤0.01%
563
738
$25K ﹤0.01%
135
739
$25K ﹤0.01%
225
740
$24K ﹤0.01%
760
741
$24K ﹤0.01%
375
742
$23K ﹤0.01%
875
-875
743
$23K ﹤0.01%
+500
744
$23K ﹤0.01%
195
-305
745
$22K ﹤0.01%
5,550
746
$22K ﹤0.01%
265
747
$22K ﹤0.01%
992
748
$21K ﹤0.01%
213
749
$21K ﹤0.01%
229
750
$20K ﹤0.01%
1,000