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
1801
$2K ﹤0.01%
170
1802
$2K ﹤0.01%
140
-2
1803
$2K ﹤0.01%
40
1804
$2K ﹤0.01%
362
1805
$2K ﹤0.01%
83
1806
$2K ﹤0.01%
1,241
1807
$2K ﹤0.01%
72
1808
$2K ﹤0.01%
290
1809
$2K ﹤0.01%
286
1810
$2K ﹤0.01%
40
1811
$1K ﹤0.01%
29
1812
$1K ﹤0.01%
230
1813
$1K ﹤0.01%
32
-1
1814
$1K ﹤0.01%
77
1815
$1K ﹤0.01%
334
1816
$1K ﹤0.01%
130
1817
$1K ﹤0.01%
25
1818
$1K ﹤0.01%
40
1819
$1K ﹤0.01%
685
1820
$1K ﹤0.01%
120
1821
$1K ﹤0.01%
62
1822
$1K ﹤0.01%
350
1823
$1K ﹤0.01%
529
1824
$1K ﹤0.01%
550
1825
$1K ﹤0.01%
10
71 72
73
74 75