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
1376
$28K ﹤0.01%
882
1377
$28K ﹤0.01%
1,775
1378
$28K ﹤0.01%
728
1379
$27K ﹤0.01%
2,100
1380
$27K ﹤0.01%
419
1381
$27K ﹤0.01%
1,990
+7
1382
$27K ﹤0.01%
838
-259
1383
$27K ﹤0.01%
1,089
1384
$27K ﹤0.01%
403
1385
$27K ﹤0.01%
645
1386
$27K ﹤0.01%
321
1387
$27K ﹤0.01%
684
1388
$26K ﹤0.01%
2,256
1389
$26K ﹤0.01%
1,230
1390
$26K ﹤0.01%
2,865
1391
$26K ﹤0.01%
1,860
1392
$26K ﹤0.01%
750
1393
$26K ﹤0.01%
+1,531
1394
$26K ﹤0.01%
639
1395
$26K ﹤0.01%
828
1396
$26K ﹤0.01%
899
1397
$26K ﹤0.01%
1,617
1398
$26K ﹤0.01%
2,123
-221
1399
$26K ﹤0.01%
977
1400
$26K ﹤0.01%
999
-44
54 55
56
57 58