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
$1.56B
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 13.76%
3 Healthcare 12.99%
4 Industrials 11.13%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
$2K ﹤0.01%
70
1827
$2K ﹤0.01%
550
1828
$2K ﹤0.01%
195
1829
$2K ﹤0.01%
83
1830
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290
1831
$2K ﹤0.01%
500
1832
$2K ﹤0.01%
96
1833
$1K ﹤0.01%
29
1834
$1K ﹤0.01%
50
1835
$1K ﹤0.01%
6
1836
$1K ﹤0.01%
20
1837
$1K ﹤0.01%
92
1838
$1K ﹤0.01%
360
1839
$1K ﹤0.01%
100
1840
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1841
$1K ﹤0.01%
150
1842
$1K ﹤0.01%
80
1843
$1K ﹤0.01%
20
1844
$1K ﹤0.01%
618
1845
$1K ﹤0.01%
360
1846
$1K ﹤0.01%
685
1847
$1K ﹤0.01%
164
1848
$1K ﹤0.01%
110
1849
$1K ﹤0.01%
40
1850
$1K ﹤0.01%
31
72 73
74
75 76