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 13.83%
4 Industrials 9.11%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$11K ﹤0.01%
+1,507
802
$11K ﹤0.01%
1,153
803
$11K ﹤0.01%
220
-250
804
$11K ﹤0.01%
700
805
$10K ﹤0.01%
350
806
$10K ﹤0.01%
960
807
$10K ﹤0.01%
280
808
$10K ﹤0.01%
720
809
$10K ﹤0.01%
800
810
$10K ﹤0.01%
525
811
$10K ﹤0.01%
390
812
$10K ﹤0.01%
800
813
$9K ﹤0.01%
2,450
814
$9K ﹤0.01%
630
815
$9K ﹤0.01%
70
816
$9K ﹤0.01%
104
817
$9K ﹤0.01%
334
818
$9K ﹤0.01%
600
819
$9K ﹤0.01%
490
-100
820
$9K ﹤0.01%
1,100
821
$9K ﹤0.01%
107
822
$9K ﹤0.01%
720
823
$9K ﹤0.01%
130
824
$9K ﹤0.01%
200
825
$8K ﹤0.01%
1,357
31 32
33
34 35