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
751
$20K ﹤0.01%
1,096
752
$20K ﹤0.01%
528
753
$20K ﹤0.01%
1,470
754
$20K ﹤0.01%
760
755
$20K ﹤0.01%
+365
756
$19K ﹤0.01%
742
757
$19K ﹤0.01%
596
758
$18K ﹤0.01%
140
759
$18K ﹤0.01%
3,253
760
$18K ﹤0.01%
396
761
$17K ﹤0.01%
600
762
$17K ﹤0.01%
354
763
$17K ﹤0.01%
700
764
$17K ﹤0.01%
720
765
$17K ﹤0.01%
600
766
$17K ﹤0.01%
550
767
$17K ﹤0.01%
842
-2
768
$17K ﹤0.01%
230
769
$16K ﹤0.01%
700
770
$16K ﹤0.01%
388
771
$16K ﹤0.01%
360
772
$16K ﹤0.01%
760
773
$15K ﹤0.01%
161
774
$15K ﹤0.01%
540
775
$15K ﹤0.01%
192
29 30
31
32 33