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
$1.22B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,187
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.5M
3
+$3.96M
4
HD icon
Home Depot
HD
+$3.1M
5
AAPL icon
Apple
AAPL
+$3M

Top Sells

1
+$10.1M
2
+$9.9M
3
+$8.15M
4
CVX icon
Chevron
CVX
+$4.71M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.01M

Sector Composition

1 Healthcare 16.08%
2 Financials 14.01%
3 Technology 13.86%
4 Industrials 9.08%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.63M 0.13%
9,957
+5,626
152
$1.61M 0.13%
13,016
+4,423
153
$1.6M 0.13%
26,507
+11,921
154
$1.6M 0.13%
17,730
+7,237
155
$1.59M 0.13%
13,113
+1,394
156
$1.59M 0.13%
54,284
-537
157
$1.59M 0.13%
39,553
+30,677
158
$1.58M 0.13%
21,114
+11,645
159
$1.58M 0.13%
30,032
+1,083
160
$1.58M 0.13%
35,771
+5,257
161
$1.57M 0.13%
17,055
+2,116
162
$1.56M 0.13%
39,118
+25,460
163
$1.55M 0.13%
28,556
+696
164
$1.55M 0.13%
75,484
-418
165
$1.54M 0.13%
110,664
-7,154
166
$1.54M 0.13%
8,253
+150
167
$1.5M 0.12%
43,966
+5,418
168
$1.5M 0.12%
50,987
+4,772
169
$1.5M 0.12%
56,022
+4,798
170
$1.49M 0.12%
24,982
+787
171
$1.47M 0.12%
35,097
+5,907
172
$1.45M 0.12%
26,603
+533
173
$1.44M 0.12%
12,661
+880
174
$1.43M 0.12%
18,602
+4,388
175
$1.43M 0.12%
11,593
-322
5 6
7
8 9