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
1726
$7K ﹤0.01%
445
1727
$7K ﹤0.01%
500
1728
$7K ﹤0.01%
852
1729
$7K ﹤0.01%
+525
1730
$7K ﹤0.01%
720
1731
$7K ﹤0.01%
+675
1732
$7K ﹤0.01%
225
1733
$7K ﹤0.01%
240
1734
$7K ﹤0.01%
735
1735
$7K ﹤0.01%
106
1736
$7K ﹤0.01%
100
1737
$7K ﹤0.01%
420
1738
$6K ﹤0.01%
180
1739
$6K ﹤0.01%
500
1740
$6K ﹤0.01%
852
1741
$6K ﹤0.01%
200
1742
$6K ﹤0.01%
280
1743
$6K ﹤0.01%
250
1744
$6K ﹤0.01%
630
1745
$6K ﹤0.01%
397
1746
$6K ﹤0.01%
1,470
1747
$6K ﹤0.01%
38
1748
$6K ﹤0.01%
1,130
1749
$6K ﹤0.01%
894
1750
$6K ﹤0.01%
918