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 13.86%
4 Industrials 9.08%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$5K ﹤0.01%
120
852
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120
853
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240
854
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110
855
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280
856
$5K ﹤0.01%
452
857
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858
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150
859
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500
860
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460
861
$4K ﹤0.01%
190
862
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91
863
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864
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399
865
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320
866
$4K ﹤0.01%
1,413
867
$4K ﹤0.01%
170
868
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869
$4K ﹤0.01%
1,130
870
$4K ﹤0.01%
188
871
$4K ﹤0.01%
80
872
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290
873
$4K ﹤0.01%
200
874
$3K ﹤0.01%
524
875
$3K ﹤0.01%
190