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
1526
$25K ﹤0.01%
1,807
1527
$25K ﹤0.01%
843
1528
$25K ﹤0.01%
1,429
1529
$24K ﹤0.01%
394
1530
$24K ﹤0.01%
605
-129
1531
$24K ﹤0.01%
790
1532
$24K ﹤0.01%
2,800
1533
$24K ﹤0.01%
3,270
1534
$24K ﹤0.01%
1,400
1535
$24K ﹤0.01%
1,000
1536
$24K ﹤0.01%
1,198
1537
$24K ﹤0.01%
1,164
1538
$23K ﹤0.01%
+315
1539
$23K ﹤0.01%
1,054
1540
$23K ﹤0.01%
689
1541
$23K ﹤0.01%
+700
1542
$23K ﹤0.01%
214
1543
$23K ﹤0.01%
2,806
1544
$23K ﹤0.01%
793
-136
1545
$22K ﹤0.01%
1,577
1546
$22K ﹤0.01%
1,042
1547
$22K ﹤0.01%
1,485
1548
$22K ﹤0.01%
2,013
-18
1549
$22K ﹤0.01%
1,728
1550
$22K ﹤0.01%
2,000
60 61
62
63 64