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
101
$2.62M 0.21%
80,257
+6,598
102
$2.62M 0.21%
82,996
+13,016
103
$2.62M 0.21%
44,889
-6,641
104
$2.62M 0.21%
39,605
+3,869
105
$2.59M 0.21%
31,488
+2,026
106
$2.55M 0.21%
36,408
-4,186
107
$2.53M 0.21%
34,555
-1,525
108
$2.53M 0.21%
33,172
+1,087
109
$2.5M 0.2%
30,772
+5,888
110
$2.49M 0.2%
4,630
+1,882
111
$2.45M 0.2%
27,720
+8,916
112
$2.44M 0.2%
48,305
+3,739
113
$2.42M 0.2%
28,442
+3,744
114
$2.41M 0.2%
33,866
+5,728
115
$2.32M 0.19%
47,138
+3,121
116
$2.32M 0.19%
28,296
+1,903
117
$2.3M 0.19%
52,410
+7,214
118
$2.27M 0.19%
47,624
+25,091
119
$2.18M 0.18%
42,137
-2,774
120
$2.17M 0.18%
56,945
+2,734
121
$2.13M 0.17%
25,920
+15,916
122
$2.12M 0.17%
46,677
+1,143
123
$2.12M 0.17%
49,491
-235,079
124
$2.12M 0.17%
29,809
+2,716
125
$2.06M 0.17%
35,418
+4,877
3 4
5
6 7