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
$1.9B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
911
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$3.17M
3
+$2.22M
4
GLD icon
SPDR Gold Trust
GLD
+$2.09M
5
JPM icon
JPMorgan Chase
JPM
+$1.32M

Top Sells

1
+$105M
2
+$2.9M
3
+$2.9M
4
PFE icon
Pfizer
PFE
+$1.18M
5
OXY icon
Occidental Petroleum
OXY
+$1.09M

Sector Composition

1 Technology 19.35%
2 Financials 13.34%
3 Healthcare 13.1%
4 Industrials 10.07%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.91M 0.1%
5,020
-63
177
$1.9M 0.1%
12,749
+420
178
$1.89M 0.1%
40,960
+2,582
179
$1.89M 0.1%
3,428
-183
180
$1.85M 0.1%
12,879
+1,493
181
$1.83M 0.1%
18,348
-1,179
182
$1.81M 0.1%
7,847
-612
183
$1.81M 0.1%
8,716
+421
184
$1.8M 0.09%
20,831
-1,884
185
$1.79M 0.09%
43,101
-8,032
186
$1.78M 0.09%
25,102
-5,800
187
$1.78M 0.09%
1,558
+922
188
$1.77M 0.09%
30,759
-2,876
189
$1.76M 0.09%
19,212
+582
190
$1.74M 0.09%
7,735
+101
191
$1.71M 0.09%
27,805
-945
192
$1.7M 0.09%
21,200
+627
193
$1.7M 0.09%
6,538
-836
194
$1.68M 0.09%
22,326
-734
195
$1.67M 0.09%
13,507
+7,950
196
$1.65M 0.09%
10,360
-203
197
$1.64M 0.09%
13,843
-256
198
$1.63M 0.09%
5,753
+386
199
$1.63M 0.09%
6,874
-17
200
$1.6M 0.08%
6,749
-1,426
6 7
8
9 10