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
1176
$87K 0.01%
1,513
1177
$87K 0.01%
7,648
1178
$87K 0.01%
2,023
1179
$86K 0.01%
1,456
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$86K 0.01%
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1181
$86K 0.01%
1,199
1182
$86K 0.01%
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1183
$86K 0.01%
8,201
1184
$85K 0.01%
3,231
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1185
$84K 0.01%
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1186
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5,413
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$84K 0.01%
1,610
1188
$84K 0.01%
2,390
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$84K 0.01%
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$83K 0.01%
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$83K 0.01%
5,709
1192
$83K 0.01%
1,677
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$83K 0.01%
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$82K 0.01%
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1196
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864
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1,252
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1198
$81K 0.01%
2,535
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1199
$80K ﹤0.01%
2,375
1200
$80K ﹤0.01%
4,000
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