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
1476
$20K ﹤0.01%
760
1477
$20K ﹤0.01%
47
1478
$20K ﹤0.01%
874
1479
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688
1480
$20K ﹤0.01%
1,609
1481
$20K ﹤0.01%
457
+39
1482
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791
1483
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885
1484
$20K ﹤0.01%
1,282
1485
$20K ﹤0.01%
1,659
1486
$20K ﹤0.01%
3,099
1487
$20K ﹤0.01%
+217
1488
$19K ﹤0.01%
375
1489
$19K ﹤0.01%
894
1490
$19K ﹤0.01%
+1,007
1491
$19K ﹤0.01%
522
-391
1492
$19K ﹤0.01%
1,258
1493
$19K ﹤0.01%
649
1494
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408
-40
1495
$19K ﹤0.01%
52
1496
$19K ﹤0.01%
1,400
1497
$19K ﹤0.01%
1,487
1498
$19K ﹤0.01%
1,198
1499
$19K ﹤0.01%
1,070
1500
$19K ﹤0.01%
1,088
58 59
60
61 62