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
776
$223K 0.01%
4,294
-2,274
777
$223K 0.01%
+11,590
778
$222K 0.01%
2,355
779
$222K 0.01%
+5,977
780
$221K 0.01%
+2,020
781
$221K 0.01%
9,653
-185
782
$220K 0.01%
+4,232
783
$219K 0.01%
+2,438
784
$219K 0.01%
+3,034
785
$217K 0.01%
+3,468
786
$216K 0.01%
+7,028
787
$216K 0.01%
+11,568
788
$215K 0.01%
+6,622
789
$215K 0.01%
+3,274
790
$215K 0.01%
+5,430
791
$214K 0.01%
+4,767
792
$214K 0.01%
7,238
-707
793
$213K 0.01%
2,098
-501
794
$213K 0.01%
4,410
-4,759
795
$213K 0.01%
+2,053
796
$212K 0.01%
+4,598
797
$212K 0.01%
+2,760
798
$212K 0.01%
9,673
799
$211K 0.01%
+4,356
800
$211K 0.01%
12,316
30 31
32
33 34