LIA

LS Investment Advisors Portfolio holdings

AUM $714M
1-Year Est. Return 21.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.53%
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
1,188
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$9.4M
3
+$4.15M
4
HD icon
Home Depot
HD
+$3.11M
5
AAPL icon
Apple
AAPL
+$2.98M

Top Sells

1
+$10.4M
2
+$9.85M
3
+$7.85M
4
CVX icon
Chevron
CVX
+$4.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.99M

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
826
$8K ﹤0.01%
72
827
$8K ﹤0.01%
200
828
$8K ﹤0.01%
250
829
$8K ﹤0.01%
610
830
$8K ﹤0.01%
80
831
$7K ﹤0.01%
632
832
$7K ﹤0.01%
200
833
$7K ﹤0.01%
140
834
$7K ﹤0.01%
500
835
$7K ﹤0.01%
201
836
$7K ﹤0.01%
400
837
$7K ﹤0.01%
225
838
$7K ﹤0.01%
523
839
$6K ﹤0.01%
320
840
$6K ﹤0.01%
180
841
$6K ﹤0.01%
148
842
$6K ﹤0.01%
300
843
$6K ﹤0.01%
180
844
$6K ﹤0.01%
280
845
$6K ﹤0.01%
158
846
$6K ﹤0.01%
65
847
$6K ﹤0.01%
397
848
$6K ﹤0.01%
140
849
$6K ﹤0.01%
420
850
$5K ﹤0.01%
120
32 33
34
35 36