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
$1.64B
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,921
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$1.56M
3
+$1.43M
4
CBOE icon
Cboe Global Markets
CBOE
+$1.36M
5
PFE icon
Pfizer
PFE
+$1.29M

Top Sells

1
+$8.89M
2
+$1.42M
3
+$1.28M
4
WMT icon
Walmart Inc
WMT
+$1.24M
5
CTAS icon
Cintas
CTAS
+$1.17M

Sector Composition

1 Financials 17.05%
2 Technology 14.42%
3 Healthcare 13.39%
4 Industrials 11.27%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$103K 0.01%
2,659
+682
1127
$102K 0.01%
2,782
1128
$102K 0.01%
1,223
1129
$102K 0.01%
1,476
1130
$102K 0.01%
3,638
1131
$102K 0.01%
5,512
1132
$101K 0.01%
1,814
+137
1133
$101K 0.01%
3,064
1134
$100K 0.01%
2,531
1135
$100K 0.01%
5,476
1136
$100K 0.01%
3,233
1137
$99K 0.01%
+3,180
1138
$99K 0.01%
4,682
1139
$98K 0.01%
2,812
1140
$98K 0.01%
8,737
+2,570
1141
$98K 0.01%
+3,211
1142
$98K 0.01%
1,815
1143
$98K 0.01%
6,244
1144
$97K 0.01%
1,089
1145
$97K 0.01%
1,897
1146
$97K 0.01%
10,320
+1,539
1147
$97K 0.01%
735
1148
$96K 0.01%
2,266
1149
$95K 0.01%
+7,833
1150
$95K 0.01%
5,539
44 45
46
47 48