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
826
$201K 0.01%
+4,778
827
$200K 0.01%
+1,258
828
$200K 0.01%
+6,401
829
$200K 0.01%
+4,116
830
$199K 0.01%
13,017
-33
831
$196K 0.01%
+15,253
832
$192K 0.01%
15,480
+3,947
833
$189K 0.01%
+25,427
834
$185K 0.01%
11,335
+253
835
$185K 0.01%
+15,133
836
$185K 0.01%
10,272
837
$177K 0.01%
10,203
838
$176K 0.01%
11,612
839
$172K 0.01%
2,352
-258
840
$172K 0.01%
13,548
841
$171K 0.01%
669
842
$171K 0.01%
5,678
+1,348
843
$168K 0.01%
10,573
844
$167K 0.01%
11,952
845
$167K 0.01%
20,784
846
$166K 0.01%
13,802
847
$165K 0.01%
11,656
-1,987
848
$165K 0.01%
+15,308
849
$163K 0.01%
+11,286
850
$161K 0.01%
16,919
32 33
34
35 36