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
1251
$68K ﹤0.01%
4,488
1252
$68K ﹤0.01%
1,931
1253
$68K ﹤0.01%
3,501
+1,062
1254
$68K ﹤0.01%
856
1255
$68K ﹤0.01%
1,307
1256
$68K ﹤0.01%
2,104
1257
$68K ﹤0.01%
2,934
1258
$68K ﹤0.01%
2,446
1259
$68K ﹤0.01%
917
+52
1260
$68K ﹤0.01%
3,389
1261
$67K ﹤0.01%
1,070
1262
$67K ﹤0.01%
980
1263
$67K ﹤0.01%
6,035
1264
$67K ﹤0.01%
1,005
1265
$67K ﹤0.01%
3,480
1266
$67K ﹤0.01%
1,759
1267
$67K ﹤0.01%
8,042
1268
$67K ﹤0.01%
851
1269
$66K ﹤0.01%
+3,539
1270
$66K ﹤0.01%
650
1271
$66K ﹤0.01%
2,262
1272
$66K ﹤0.01%
1,084
1273
$65K ﹤0.01%
1,808
1274
$65K ﹤0.01%
2,345
1275
$65K ﹤0.01%
550
49 50
51
52 53