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
851
$160K 0.01%
10,679
-2,890
852
$148K 0.01%
697
853
$142K 0.01%
+18,211
854
$137K 0.01%
12,573
855
$124K 0.01%
7,247
-1,063
856
$122K 0.01%
8,181
-1,357
857
$117K 0.01%
6,579
-4,675
858
$116K 0.01%
16,567
-82
859
$99K 0.01%
26,244
860
$91K ﹤0.01%
900
861
$83K ﹤0.01%
628
+78
862
$82K ﹤0.01%
1,610
863
$68K ﹤0.01%
1,433
864
$62K ﹤0.01%
292
865
$60K ﹤0.01%
2,000
866
$60K ﹤0.01%
1,800
867
$48K ﹤0.01%
247
868
$48K ﹤0.01%
15,970
869
$38K ﹤0.01%
2,587
870
$38K ﹤0.01%
321
871
$32K ﹤0.01%
155
872
$22K ﹤0.01%
318
873
$18K ﹤0.01%
200
874
$11K ﹤0.01%
+164
875
$10K ﹤0.01%
+106
33 34
35
36 37