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
1276
$65K ﹤0.01%
1,079
1277
$65K ﹤0.01%
3,161
1278
$64K ﹤0.01%
1,347
1279
$64K ﹤0.01%
947
1280
$62K ﹤0.01%
716
1281
$62K ﹤0.01%
2,572
1282
$62K ﹤0.01%
1,029
1283
$62K ﹤0.01%
1,183
1284
$61K ﹤0.01%
1,081
1285
$61K ﹤0.01%
1,260
1286
$60K ﹤0.01%
1,119
1287
$60K ﹤0.01%
1,552
1288
$60K ﹤0.01%
1,632
1289
$59K ﹤0.01%
1,436
1290
$59K ﹤0.01%
907
1291
$59K ﹤0.01%
670
1292
$59K ﹤0.01%
3,140
1293
$59K ﹤0.01%
1,132
1294
$58K ﹤0.01%
2,208
1295
$58K ﹤0.01%
1,808
1296
$58K ﹤0.01%
603
1297
$58K ﹤0.01%
2,748
1298
$58K ﹤0.01%
2,270
1299
$58K ﹤0.01%
1,844
1300
$58K ﹤0.01%
527
50 51
52
53 54