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
1026
$65K 0.01%
4,591
1027
$65K 0.01%
+5,000
1028
$65K 0.01%
3,001
1029
$65K 0.01%
5,175
1030
$65K 0.01%
4,789
1031
$65K 0.01%
4,014
1032
$64K 0.01%
1,375
1033
$64K 0.01%
1,166
+153
1034
$64K 0.01%
2,421
1035
$64K 0.01%
562
+57
1036
$64K 0.01%
2,563
1037
$64K 0.01%
2,677
1038
$64K 0.01%
2,392
1039
$64K 0.01%
3,544
+121
1040
$64K 0.01%
1,572
1041
$63K 0.01%
2,996
1042
$63K 0.01%
1,434
1043
$63K 0.01%
919
1044
$63K 0.01%
1,095
+46
1045
$62K 0.01%
+147
1046
$62K 0.01%
1,280
1047
$62K 0.01%
4,728
1048
$62K 0.01%
2,095
1049
$62K 0.01%
4,927
1050
$61K ﹤0.01%
2,348
40 41
42
43 44