LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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 13.86%
4 Industrials 9.08%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.72M 0.3%
42,251
+1,889
77
$3.55M 0.29%
237,952
-9,628
78
$3.54M 0.29%
65,322
-583
79
$3.51M 0.29%
72,225
+5,038
80
$3.5M 0.29%
156,010
+36,548
81
$3.39M 0.28%
51,324
+9,409
82
$3.16M 0.26%
110,069
+7,903
83
$3.16M 0.26%
80,432
+3,463
84
$3.04M 0.25%
47,648
+6,475
85
$2.98M 0.24%
79,582
+2,831
86
$2.97M 0.24%
96,209
+4,209
87
$2.94M 0.24%
60,079
+11,788
88
$2.92M 0.24%
49,613
+33,143
89
$2.88M 0.24%
167,397
+84,816
90
$2.82M 0.23%
65,028
+4,777
91
$2.82M 0.23%
29,144
+1,592
92
$2.81M 0.23%
77,896
-26,461
93
$2.81M 0.23%
11,120
+1,364
94
$2.81M 0.23%
25,137
+13,117
95
$2.8M 0.23%
28,781
+11,174
96
$2.79M 0.23%
113,360
-37,720
97
$2.76M 0.23%
78,088
+14,072
98
$2.72M 0.22%
41,340
+3,198
99
$2.69M 0.22%
30,927
+2,950
100
$2.66M 0.22%
49,990
+1,685
2 3
4
5 6