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
1551
$22K ﹤0.01%
1,070
1552
$22K ﹤0.01%
498
1553
$22K ﹤0.01%
1,282
1554
$21K ﹤0.01%
811
1555
$21K ﹤0.01%
161
1556
$21K ﹤0.01%
740
1557
$21K ﹤0.01%
961
1558
$21K ﹤0.01%
591
1559
$21K ﹤0.01%
581
1560
$21K ﹤0.01%
742
1561
$21K ﹤0.01%
2,377
1562
$21K ﹤0.01%
1,238
1563
$21K ﹤0.01%
1,007
1564
$21K ﹤0.01%
1,355
1565
$21K ﹤0.01%
1,605
1566
$21K ﹤0.01%
1,025
1567
$20K ﹤0.01%
2,682
-50
1568
$20K ﹤0.01%
1,018
-75
1569
$20K ﹤0.01%
532
1570
$20K ﹤0.01%
3,250
1571
$20K ﹤0.01%
5,550
1572
$20K ﹤0.01%
836
1573
$20K ﹤0.01%
640
1574
$20K ﹤0.01%
795
1575
$20K ﹤0.01%
152
61 62
63
64 65