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 19.32%
2 Financials 13.34%
3 Healthcare 13.1%
4 Industrials 10.1%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$236K 0.01%
3,220
752
$236K 0.01%
+5,688
753
$235K 0.01%
+3,925
754
$235K 0.01%
10,836
-4,689
755
$234K 0.01%
30,291
+15,946
756
$233K 0.01%
14,761
-14,231
757
$233K 0.01%
6,066
-134
758
$231K 0.01%
2,123
-325
759
$231K 0.01%
+2,835
760
$231K 0.01%
1,350
-165
761
$230K 0.01%
+1,971
762
$230K 0.01%
+6,532
763
$230K 0.01%
1,072
-252
764
$229K 0.01%
+5,968
765
$229K 0.01%
2,892
766
$228K 0.01%
+5,645
767
$228K 0.01%
7,386
-3,332
768
$228K 0.01%
+4,933
769
$226K 0.01%
+3,238
770
$226K 0.01%
1,728
-1,077
771
$226K 0.01%
+9,766
772
$226K 0.01%
2,660
-1,333
773
$225K 0.01%
+6,095
774
$225K 0.01%
8,576
+2,130
775
$224K 0.01%
5,961
-2,613
29 30
31
32 33