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
1576
$20K ﹤0.01%
52
1577
$20K ﹤0.01%
1,070
1578
$20K ﹤0.01%
2,123
1579
$20K ﹤0.01%
230
1580
$20K ﹤0.01%
470
1581
$19K ﹤0.01%
1,108
1582
$19K ﹤0.01%
996
1583
$19K ﹤0.01%
2,657
1584
$19K ﹤0.01%
580
1585
$19K ﹤0.01%
2,010
1586
$19K ﹤0.01%
766
1587
$19K ﹤0.01%
1,136
1588
$19K ﹤0.01%
2,099
1589
$19K ﹤0.01%
910
1590
$19K ﹤0.01%
953
1591
$19K ﹤0.01%
1,184
1592
$19K ﹤0.01%
+917
1593
$18K ﹤0.01%
+600
1594
$18K ﹤0.01%
960
1595
$18K ﹤0.01%
2,970
1596
$18K ﹤0.01%
846
1597
$18K ﹤0.01%
1,500
1598
$18K ﹤0.01%
873
-239
1599
$18K ﹤0.01%
2,820
1600
$18K ﹤0.01%
795
62 63
64
65 66