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
1426
$24K ﹤0.01%
1,714
1427
$24K ﹤0.01%
1,423
1428
$24K ﹤0.01%
760
1429
$24K ﹤0.01%
799
+67
1430
$24K ﹤0.01%
942
1431
$24K ﹤0.01%
+1,009
1432
$24K ﹤0.01%
2,980
1433
$23K ﹤0.01%
516
1434
$23K ﹤0.01%
2,812
1435
$23K ﹤0.01%
883
1436
$23K ﹤0.01%
1,453
1437
$23K ﹤0.01%
5,010
1438
$23K ﹤0.01%
+1,506
1439
$23K ﹤0.01%
690
1440
$23K ﹤0.01%
427
1441
$23K ﹤0.01%
1,112
1442
$23K ﹤0.01%
870
1443
$23K ﹤0.01%
565
1444
$23K ﹤0.01%
913
1445
$22K ﹤0.01%
1,141
1446
$22K ﹤0.01%
644
1447
$22K ﹤0.01%
2,800
1448
$22K ﹤0.01%
2,607
1449
$22K ﹤0.01%
535
1450
$22K ﹤0.01%
1,297
56 57
58
59 60