LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
1
$36.8M 3.01%
1,917,804
+156,604
2
$23.2M 1.9%
294,299
-14,131
3
$20.8M 1.7%
417,987
+30,540
4
$20.2M 1.66%
187,193
-9,962
5
$20.2M 1.66%
728,159
+142,492
6
$19.6M 1.61%
261,716
+7,420
7
$19.3M 1.58%
230,869
+11,743
8
$19.1M 1.56%
259,528
-7,824
9
$18.9M 1.55%
235,465
+9,450
10
$17.7M 1.45%
351,332
-13,520
11
$17.4M 1.43%
357,051
-15,017
12
$17.4M 1.42%
570,535
-17,237
13
$16.7M 1.37%
210,898
+39,143
14
$15.8M 1.3%
272,153
+828
15
$14.9M 1.22%
244,840
+27,231
16
$14.8M 1.22%
201,506
+5,176
17
$14.8M 1.21%
559,651
+54,524
18
$14.7M 1.21%
537,357
+2,419
19
$14.5M 1.19%
267,093
-8,542
20
$14.3M 1.17%
160,510
+943
21
$14.2M 1.16%
907,643
+135
22
$13.9M 1.14%
142,084
+1,610
23
$13.7M 1.12%
140,113
+27,620
24
$13.7M 1.12%
178,758
-73
25
$13.6M 1.12%
229,917
-318
1
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