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
1601
$18K ﹤0.01%
1,190
1602
$17K ﹤0.01%
1,082
1603
$17K ﹤0.01%
1,164
1604
$17K ﹤0.01%
645
1605
$17K ﹤0.01%
692
1606
$17K ﹤0.01%
5,010
1607
$17K ﹤0.01%
383
1608
$17K ﹤0.01%
700
1609
$17K ﹤0.01%
1,122
1610
$17K ﹤0.01%
1,021
-237
1611
$17K ﹤0.01%
2,450
1612
$17K ﹤0.01%
585
1613
$17K ﹤0.01%
335
+61
1614
$17K ﹤0.01%
550
1615
$17K ﹤0.01%
581
1616
$17K ﹤0.01%
530
1617
$17K ﹤0.01%
740
1618
$17K ﹤0.01%
348
1619
$16K ﹤0.01%
54
1620
$16K ﹤0.01%
380
1621
$16K ﹤0.01%
843
1622
$16K ﹤0.01%
700
1623
$16K ﹤0.01%
1,154
1624
$16K ﹤0.01%
638
1625
$16K ﹤0.01%
69