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 13.78%
3 Healthcare 12.99%
4 Industrials 11.11%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$30K ﹤0.01%
2,194
1477
$30K ﹤0.01%
701
1478
$30K ﹤0.01%
368
1479
$30K ﹤0.01%
110
1480
$30K ﹤0.01%
+1,580
1481
$30K ﹤0.01%
1,272
1482
$29K ﹤0.01%
2,456
1483
$29K ﹤0.01%
886
1484
$29K ﹤0.01%
2,020
1485
$29K ﹤0.01%
+750
1486
$29K ﹤0.01%
444
1487
$29K ﹤0.01%
960
1488
$29K ﹤0.01%
1,840
1489
$29K ﹤0.01%
375
1490
$29K ﹤0.01%
1,237
1491
$28K ﹤0.01%
370
1492
$28K ﹤0.01%
1,860
1493
$28K ﹤0.01%
445
+8
1494
$28K ﹤0.01%
690
1495
$28K ﹤0.01%
475
1496
$28K ﹤0.01%
949
1497
$28K ﹤0.01%
1,230
1498
$28K ﹤0.01%
1,889
1499
$28K ﹤0.01%
+2,945
1500
$27K ﹤0.01%
352
58 59
60
61 62