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
1351
$49K ﹤0.01%
517
1352
$49K ﹤0.01%
2,016
1353
$49K ﹤0.01%
1,069
1354
$49K ﹤0.01%
946
1355
$49K ﹤0.01%
1,325
1356
$49K ﹤0.01%
610
1357
$48K ﹤0.01%
2,122
1358
$48K ﹤0.01%
923
1359
$48K ﹤0.01%
945
1360
$48K ﹤0.01%
2,050
1361
$48K ﹤0.01%
2,516
1362
$48K ﹤0.01%
460
1363
$48K ﹤0.01%
648
1364
$47K ﹤0.01%
2,459
1365
$47K ﹤0.01%
421
1366
$47K ﹤0.01%
2,385
1367
$47K ﹤0.01%
2,564
1368
$46K ﹤0.01%
1,340
1369
$46K ﹤0.01%
1,139
1370
$46K ﹤0.01%
2,164
1371
$46K ﹤0.01%
859
1372
$45K ﹤0.01%
1,262
1373
$45K ﹤0.01%
900
1374
$45K ﹤0.01%
1,628
+211
1375
$45K ﹤0.01%
707
53 54
55
56 57