LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
1701
$9K ﹤0.01%
727
1702
$9K ﹤0.01%
663
1703
$9K ﹤0.01%
2,171
1704
$9K ﹤0.01%
2,060
1705
$9K ﹤0.01%
402
1706
$9K ﹤0.01%
2,008
1707
$9K ﹤0.01%
970
1708
$8K ﹤0.01%
+950
1709
$8K ﹤0.01%
450
-54
1710
$8K ﹤0.01%
90
1711
$8K ﹤0.01%
200
1712
$8K ﹤0.01%
400
1713
$8K ﹤0.01%
180
1714
$8K ﹤0.01%
2,035
1715
$8K ﹤0.01%
130
1716
$8K ﹤0.01%
+450
1717
$8K ﹤0.01%
200
1718
$8K ﹤0.01%
270
1719
$8K ﹤0.01%
158
1720
$8K ﹤0.01%
104
1721
$8K ﹤0.01%
140
1722
$8K ﹤0.01%
80
1723
$7K ﹤0.01%
1,813
1724
$7K ﹤0.01%
100
1725
$7K ﹤0.01%
603