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
1551
$16K ﹤0.01%
530
1552
$15K ﹤0.01%
1,154
1553
$15K ﹤0.01%
960
1554
$15K ﹤0.01%
3,189
1555
$15K ﹤0.01%
+776
1556
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795
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355
1558
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614
1559
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918
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$15K ﹤0.01%
230
1561
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929
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$15K ﹤0.01%
581
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760
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365
1565
$14K ﹤0.01%
591
1566
$14K ﹤0.01%
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678
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$14K ﹤0.01%
380
1570
$14K ﹤0.01%
1,470
1571
$14K ﹤0.01%
885
1572
$14K ﹤0.01%
581
1573
$14K ﹤0.01%
701
1574
$14K ﹤0.01%
700
1575
$14K ﹤0.01%
167