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
1301
$34K ﹤0.01%
1,020
1302
$33K ﹤0.01%
1,084
1303
$33K ﹤0.01%
307
1304
$33K ﹤0.01%
1,273
1305
$33K ﹤0.01%
623
1306
$33K ﹤0.01%
11,930
1307
$33K ﹤0.01%
2,175
1308
$33K ﹤0.01%
919
1309
$33K ﹤0.01%
559
1310
$33K ﹤0.01%
1,313
1311
$33K ﹤0.01%
577
1312
$33K ﹤0.01%
754
+43
1313
$32K ﹤0.01%
642
1314
$32K ﹤0.01%
948
+53
1315
$32K ﹤0.01%
1,276
1316
$32K ﹤0.01%
734
1317
$32K ﹤0.01%
1,138
+144
1318
$32K ﹤0.01%
878
1319
$32K ﹤0.01%
2,994
1320
$32K ﹤0.01%
6,474
1321
$32K ﹤0.01%
428
1322
$32K ﹤0.01%
1,417
1323
$32K ﹤0.01%
1,272
1324
$32K ﹤0.01%
734
1325
$32K ﹤0.01%
3,011
51 52
53
54 55