LIA

LS Investment Advisors Portfolio holdings

AUM $668M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
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
876
$3K ﹤0.01%
110
877
$3K ﹤0.01%
120
878
$3K ﹤0.01%
230
879
$3K ﹤0.01%
120
880
$3K ﹤0.01%
+75
881
$3K ﹤0.01%
310
882
$3K ﹤0.01%
140
883
$3K ﹤0.01%
64
884
$3K ﹤0.01%
360
885
$3K ﹤0.01%
362
886
$3K ﹤0.01%
113
887
$3K ﹤0.01%
290
888
$3K ﹤0.01%
86
889
$3K ﹤0.01%
60
890
$3K ﹤0.01%
70
891
$3K ﹤0.01%
190
892
$3K ﹤0.01%
90
893
$3K ﹤0.01%
41
894
$2K ﹤0.01%
50
895
$2K ﹤0.01%
360
896
$2K ﹤0.01%
55
897
$2K ﹤0.01%
51
898
$2K ﹤0.01%
80
899
$2K ﹤0.01%
150
900
$2K ﹤0.01%
1,200
34 35
36
37 38