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
1751
$4K ﹤0.01%
1,020
1752
$4K ﹤0.01%
240
1753
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280
1754
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452
1755
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57
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491
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1759
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749
1760
$4K ﹤0.01%
1,149
+19
1761
$4K ﹤0.01%
535
1762
$4K ﹤0.01%
290
1763
$4K ﹤0.01%
200
1764
$3K ﹤0.01%
524
1765
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70
1766
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1767
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1768
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$3K ﹤0.01%
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1770
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1771
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1772
$3K ﹤0.01%
728
1773
$3K ﹤0.01%
630
1774
$3K ﹤0.01%
64
1775
$3K ﹤0.01%
1,413