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
1226
$41K ﹤0.01%
1,663
-176
1227
$41K ﹤0.01%
2,327
1228
$40K ﹤0.01%
1,042
-147
1229
$40K ﹤0.01%
2,220
1230
$40K ﹤0.01%
+1,307
1231
$40K ﹤0.01%
1,986
+115
1232
$40K ﹤0.01%
877
1233
$40K ﹤0.01%
1,245
1234
$40K ﹤0.01%
1,664
+202
1235
$40K ﹤0.01%
1,013
1236
$40K ﹤0.01%
870
1237
$40K ﹤0.01%
1,896
1238
$40K ﹤0.01%
6,823
1239
$40K ﹤0.01%
1,752
+92
1240
$40K ﹤0.01%
989
1241
$40K ﹤0.01%
3,869
1242
$39K ﹤0.01%
1,774
1243
$39K ﹤0.01%
1,771
1244
$39K ﹤0.01%
3,385
1245
$39K ﹤0.01%
2,050
1246
$39K ﹤0.01%
5,275
1247
$39K ﹤0.01%
1,732
1248
$39K ﹤0.01%
1,304
1249
$39K ﹤0.01%
1,230
1250
$39K ﹤0.01%
700
48 49
50
51 52