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 13.83%
4 Industrials 9.11%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$2K ﹤0.01%
70
902
$2K ﹤0.01%
550
903
$2K ﹤0.01%
250
904
$2K ﹤0.01%
185
905
$2K ﹤0.01%
85
-1,605
906
$2K ﹤0.01%
360
907
$2K ﹤0.01%
80
908
$2K ﹤0.01%
1,200
909
$2K ﹤0.01%
50
910
$2K ﹤0.01%
72
911
$2K ﹤0.01%
290
912
$2K ﹤0.01%
230
913
$2K ﹤0.01%
120
914
$2K ﹤0.01%
80
915
$2K ﹤0.01%
29
-1
916
$2K ﹤0.01%
230
917
$2K ﹤0.01%
77
918
$2K ﹤0.01%
55
919
$2K ﹤0.01%
51
920
$2K ﹤0.01%
150
921
$2K ﹤0.01%
40
922
$2K ﹤0.01%
50
923
$2K ﹤0.01%
91
924
$2K ﹤0.01%
40
925
$1K ﹤0.01%
500
35 36
37
38 39