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
1276
$36K ﹤0.01%
1,443
1277
$36K ﹤0.01%
2,037
1278
$36K ﹤0.01%
2,267
1279
$36K ﹤0.01%
439
+24
1280
$36K ﹤0.01%
636
1281
$36K ﹤0.01%
600
1282
$35K ﹤0.01%
20,390
1283
$35K ﹤0.01%
942
1284
$35K ﹤0.01%
1,266
1285
$35K ﹤0.01%
448
1286
$35K ﹤0.01%
3,639
1287
$35K ﹤0.01%
907
1288
$35K ﹤0.01%
1,358
+85
1289
$35K ﹤0.01%
1,082
+108
1290
$35K ﹤0.01%
900
1291
$35K ﹤0.01%
620
1292
$35K ﹤0.01%
1,840
+87
1293
$35K ﹤0.01%
1,049
1294
$35K ﹤0.01%
800
1295
$34K ﹤0.01%
1,294
1296
$34K ﹤0.01%
2,657
1297
$34K ﹤0.01%
2,890
1298
$34K ﹤0.01%
1,212
+171
1299
$34K ﹤0.01%
971
1300
$34K ﹤0.01%
1,036
50 51
52
53 54