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
1651
$10K ﹤0.01%
3,252
1652
$10K ﹤0.01%
107
1653
$10K ﹤0.01%
852
1654
$10K ﹤0.01%
383
1655
$10K ﹤0.01%
1,720
1656
$10K ﹤0.01%
600
1657
$10K ﹤0.01%
1,530
-284
1658
$10K ﹤0.01%
326
1659
$10K ﹤0.01%
1,605
1660
$10K ﹤0.01%
444
1661
$10K ﹤0.01%
1,400
1662
$10K ﹤0.01%
1,682
1663
$10K ﹤0.01%
700
1664
$9K ﹤0.01%
1,850
1665
$9K ﹤0.01%
350
1666
$9K ﹤0.01%
1,263
1667
$9K ﹤0.01%
400
1668
$9K ﹤0.01%
197
1669
$9K ﹤0.01%
778
1670
$9K ﹤0.01%
315
1671
$9K ﹤0.01%
280
1672
$9K ﹤0.01%
966
1673
$9K ﹤0.01%
402
1674
$9K ﹤0.01%
420
1675
$9K ﹤0.01%
1,214