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
876
$3K ﹤0.01%
90
877
$3K ﹤0.01%
70
878
$3K ﹤0.01%
529
879
$3K ﹤0.01%
110
880
$3K ﹤0.01%
120
881
$3K ﹤0.01%
230
882
$3K ﹤0.01%
120
883
$3K ﹤0.01%
+75
884
$3K ﹤0.01%
310
885
$3K ﹤0.01%
140
886
$3K ﹤0.01%
64
887
$3K ﹤0.01%
360
888
$3K ﹤0.01%
362
889
$3K ﹤0.01%
113
890
$3K ﹤0.01%
290
891
$3K ﹤0.01%
86
892
$3K ﹤0.01%
60
893
$3K ﹤0.01%
70
894
$3K ﹤0.01%
41
895
$2K ﹤0.01%
80
896
$2K ﹤0.01%
29
-1
897
$2K ﹤0.01%
230
898
$2K ﹤0.01%
77
899
$2K ﹤0.01%
334
900
$2K ﹤0.01%
60
34 35
36
37 38