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
$1.24B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,909
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$7.5M
3
+$2.49M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.28M
5
KHC icon
Kraft Heinz
KHC
+$1.08M

Top Sells

1
+$5.8M
2
+$2.21M
3
+$1.6M
4
CVS icon
CVS Health
CVS
+$1.31M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.26M

Sector Composition

1 Healthcare 16.02%
2 Financials 15.71%
3 Technology 12.11%
4 Industrials 10.82%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$93K 0.01%
1,609
877
$93K 0.01%
10,887
+242
878
$92K 0.01%
1,647
+32
879
$92K 0.01%
1,450
880
$92K 0.01%
1,822
881
$92K 0.01%
1,457
882
$91K 0.01%
2,058
883
$90K 0.01%
1,188
+40
884
$90K 0.01%
1,982
885
$90K 0.01%
4,308
886
$90K 0.01%
1,846
887
$90K 0.01%
+3,684
888
$90K 0.01%
+2,741
889
$89K 0.01%
1,407
890
$89K 0.01%
+2,750
891
$89K 0.01%
+2,293
892
$89K 0.01%
3,088
893
$89K 0.01%
154
-89
894
$89K 0.01%
3,300
895
$89K 0.01%
1,469
+35
896
$89K 0.01%
2,527
897
$88K 0.01%
984
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898
$88K 0.01%
816
+43
899
$88K 0.01%
1,833
900
$88K 0.01%
826
+159
34 35
36
37 38