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
926
$84K 0.01%
1,688
+82
927
$83K 0.01%
1,546
+43
928
$83K 0.01%
+6,475
929
$83K 0.01%
1,473
+30
930
$83K 0.01%
3,408
-162
931
$83K 0.01%
1,562
+36
932
$83K 0.01%
4,319
+182
933
$83K 0.01%
18
+4
934
$82K 0.01%
3,866
+114
935
$82K 0.01%
2,743
936
$82K 0.01%
1,557
937
$82K 0.01%
1,201
938
$82K 0.01%
295
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939
$81K 0.01%
3,925
+136
940
$81K 0.01%
1,510
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941
$81K 0.01%
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942
$81K 0.01%
1,556
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943
$80K 0.01%
2,199
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944
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1,108
945
$80K 0.01%
1,890
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946
$80K 0.01%
680
947
$80K 0.01%
20,757
+2,959
948
$80K 0.01%
3,260
+101
949
$80K 0.01%
3,225
950
$79K 0.01%
2,344
36 37
38
39 40