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
1426
$38K ﹤0.01%
2,194
1427
$38K ﹤0.01%
1,529
1428
$38K ﹤0.01%
842
1429
$37K ﹤0.01%
661
1430
$37K ﹤0.01%
2,559
1431
$37K ﹤0.01%
535
1432
$37K ﹤0.01%
915
1433
$37K ﹤0.01%
+2,880
1434
$37K ﹤0.01%
902
1435
$37K ﹤0.01%
285
1436
$37K ﹤0.01%
1,624
1437
$37K ﹤0.01%
4,242
1438
$36K ﹤0.01%
1,740
1439
$36K ﹤0.01%
1,162
1440
$36K ﹤0.01%
546
1441
$36K ﹤0.01%
440
1442
$36K ﹤0.01%
403
1443
$36K ﹤0.01%
1,270
1444
$36K ﹤0.01%
599
1445
$36K ﹤0.01%
660
1446
$36K ﹤0.01%
385
1447
$36K ﹤0.01%
3,405
1448
$35K ﹤0.01%
6,145
+2,160
1449
$35K ﹤0.01%
750
1450
$35K ﹤0.01%
952
56 57
58
59 60