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
1676
$9K ﹤0.01%
257
1677
$9K ﹤0.01%
90
1678
$9K ﹤0.01%
522
-1
1679
$9K ﹤0.01%
33
1680
$8K ﹤0.01%
856
1681
$8K ﹤0.01%
1,728
1682
$8K ﹤0.01%
843
1683
$8K ﹤0.01%
603
1684
$8K ﹤0.01%
540
1685
$8K ﹤0.01%
763
1686
$8K ﹤0.01%
90
1687
$8K ﹤0.01%
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$8K ﹤0.01%
1,100
1689
$8K ﹤0.01%
1,995
1690
$8K ﹤0.01%
+900
1691
$8K ﹤0.01%
225
1692
$8K ﹤0.01%
270
1693
$8K ﹤0.01%
1,470
1694
$8K ﹤0.01%
1,164
1695
$8K ﹤0.01%
688
1696
$8K ﹤0.01%
2,385
1697
$8K ﹤0.01%
513
1698
$7K ﹤0.01%
550
1699
$7K ﹤0.01%
2,608
1700
$7K ﹤0.01%
351