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
801
$211K 0.01%
+4,837
802
$210K 0.01%
3,087
-2,515
803
$210K 0.01%
11,708
-14,690
804
$209K 0.01%
14,398
805
$208K 0.01%
+8,392
806
$208K 0.01%
+16,585
807
$207K 0.01%
+2,094
808
$207K 0.01%
+10,980
809
$206K 0.01%
8,118
-2,154
810
$206K 0.01%
+4,512
811
$206K 0.01%
+3,077
812
$206K 0.01%
6,969
813
$205K 0.01%
+7,606
814
$204K 0.01%
12,921
-10,148
815
$204K 0.01%
+7,365
816
$204K 0.01%
+5,920
817
$204K 0.01%
6,907
-794
818
$203K 0.01%
1,565
-700
819
$203K 0.01%
+7,270
820
$203K 0.01%
+4,805
821
$202K 0.01%
+2,654
822
$202K 0.01%
+5,704
823
$202K 0.01%
+1,097
824
$202K 0.01%
+2,389
825
$202K 0.01%
20,712
31 32
33
34 35