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
176
$1.42M 0.12%
58,755
+8,107
177
$1.42M 0.12%
12,036
-1,051
178
$1.4M 0.12%
14,664
-372
179
$1.4M 0.11%
11,343
-896
180
$1.38M 0.11%
92,987
+4,613
181
$1.38M 0.11%
18,625
-125
182
$1.36M 0.11%
29,489
+23,287
183
$1.35M 0.11%
39,220
+16,071
184
$1.34M 0.11%
13,671
+4,075
185
$1.33M 0.11%
20,306
-238
186
$1.32M 0.11%
17,654
+7,784
187
$1.29M 0.11%
25,786
+12,003
188
$1.29M 0.11%
23,856
+19,009
189
$1.28M 0.1%
21,691
+6,248
190
$1.26M 0.1%
18,861
+1,712
191
$1.23M 0.1%
25,050
+1,163
192
$1.22M 0.1%
39,474
+30,279
193
$1.13M 0.09%
9,965
+4,204
194
$1.1M 0.09%
64,392
+2,279
195
$1.07M 0.09%
32,584
+3,703
196
$1.07M 0.09%
15,676
+760
197
$1.05M 0.09%
6,405
+3,449
198
$1.03M 0.08%
4,071
+1,707
199
$1.02M 0.08%
20,512
+2,101
200
$965K 0.08%
15,405
+7,294
6 7
8
9 10