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
726
$247K 0.01%
+6,150
727
$246K 0.01%
+2,774
728
$245K 0.01%
2,635
-492
729
$245K 0.01%
2,627
730
$244K 0.01%
1,089
-161
731
$243K 0.01%
2,005
732
$243K 0.01%
8,419
+1,290
733
$242K 0.01%
11,175
-5,882
734
$242K 0.01%
16,510
-6,336
735
$242K 0.01%
+9,412
736
$242K 0.01%
617
-316
737
$242K 0.01%
5,587
-3,274
738
$241K 0.01%
+3,749
739
$241K 0.01%
+3,345
740
$241K 0.01%
+2,613
741
$240K 0.01%
1,758
-335
742
$240K 0.01%
+3,281
743
$240K 0.01%
+10,430
744
$240K 0.01%
10,918
-5,388
745
$239K 0.01%
11,461
-1,059
746
$238K 0.01%
2,045
-651
747
$238K 0.01%
6,143
-692
748
$238K 0.01%
940
+615
749
$237K 0.01%
10,462
750
$237K 0.01%
7,628
-4,480
28 29
30
31 32