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
$1.56B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,909
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$5M
3
+$3.24M
4
OZK icon
Bank OZK
OZK
+$3.11M
5
EWBC icon
East-West Bancorp
EWBC
+$3.07M

Top Sells

1
+$12.5M
2
+$1.36M
3
+$1.31M
4
VAR
Varian Medical Systems, Inc.
VAR
+$1.22M
5
LLL
L3 Technologies, Inc.
LLL
+$1.12M

Sector Composition

1 Financials 16.46%
2 Technology 13.76%
3 Healthcare 12.99%
4 Industrials 11.13%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$55K ﹤0.01%
475
1302
$55K ﹤0.01%
1,377
+1,020
1303
$55K ﹤0.01%
+2,875
1304
$55K ﹤0.01%
1,132
+730
1305
$54K ﹤0.01%
2,411
+50
1306
$54K ﹤0.01%
670
1307
$54K ﹤0.01%
1,565
1308
$54K ﹤0.01%
2,564
1309
$53K ﹤0.01%
1,731
1310
$53K ﹤0.01%
1,119
1311
$53K ﹤0.01%
1,000
-280
1312
$53K ﹤0.01%
1,180
1313
$53K ﹤0.01%
1,346
1314
$52K ﹤0.01%
1,552
1315
$52K ﹤0.01%
707
-63
1316
$52K ﹤0.01%
1,653
1317
$52K ﹤0.01%
935
1318
$52K ﹤0.01%
1,325
-122
1319
$52K ﹤0.01%
285
+164
1320
$52K ﹤0.01%
1,273
1321
$51K ﹤0.01%
911
-69
1322
$51K ﹤0.01%
+2,480
1323
$51K ﹤0.01%
1,381
1324
$51K ﹤0.01%
2,748
1325
$51K ﹤0.01%
700
51 52
53
54 55