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
$1.22B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,187
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.5M
3
+$3.96M
4
HD icon
Home Depot
HD
+$3.1M
5
AAPL icon
Apple
AAPL
+$3M

Top Sells

1
+$10.1M
2
+$9.9M
3
+$8.15M
4
CVX icon
Chevron
CVX
+$4.71M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.01M

Sector Composition

1 Healthcare 16.08%
2 Financials 14.01%
3 Technology 13.86%
4 Industrials 9.08%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.04M 0.17%
34,565
+2,202
127
$2M 0.16%
83,632
+4,780
128
$1.99M 0.16%
12,897
+2,663
129
$1.97M 0.16%
24,181
+3,048
130
$1.95M 0.16%
19,743
-1,654
131
$1.9M 0.16%
112,600
+58,720
132
$1.89M 0.16%
35,072
+14,580
133
$1.89M 0.15%
19,041
+2,868
134
$1.88M 0.15%
40,273
+384
135
$1.87M 0.15%
19,946
+10,590
136
$1.82M 0.15%
60,039
+4,183
137
$1.79M 0.15%
59,058
+41,322
138
$1.77M 0.15%
28,013
+1,017
139
$1.77M 0.15%
5,782
+3,639
140
$1.77M 0.14%
17,772
+7,596
141
$1.76M 0.14%
16,821
+158
142
$1.74M 0.14%
73,082
143
$1.73M 0.14%
33,688
+258
144
$1.73M 0.14%
30,511
+1,888
145
$1.73M 0.14%
35,668
+2,448
146
$1.67M 0.14%
39,742
+5,938
147
$1.66M 0.14%
29,320
+4,499
148
$1.66M 0.14%
38,405
+1,460
149
$1.65M 0.13%
38,609
+3,624
150
$1.63M 0.13%
39,507
+1,796
4 5
6
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