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
901
$88K 0.01%
1,863
902
$87K 0.01%
5,479
+151
903
$87K 0.01%
1,026
904
$87K 0.01%
2,096
+82
905
$87K 0.01%
1,776
906
$87K 0.01%
1,500
907
$87K 0.01%
720
908
$87K 0.01%
2,583
+85
909
$86K 0.01%
6,960
+517
910
$86K 0.01%
7,851
-1,155
911
$86K 0.01%
2,053
-42
912
$86K 0.01%
2,195
+47
913
$85K 0.01%
2,893
914
$85K 0.01%
1,517
915
$85K 0.01%
1,088
916
$85K 0.01%
1,131
+459
917
$85K 0.01%
1,693
+197
918
$85K 0.01%
1,777
+47
919
$85K 0.01%
2,992
920
$85K 0.01%
806
-26
921
$84K 0.01%
630
-17
922
$84K 0.01%
1,368
+84
923
$84K 0.01%
7,587
+858
924
$84K 0.01%
7,009
925
$84K 0.01%
2,334
35 36
37
38 39