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
1451
$35K ﹤0.01%
444
1452
$35K ﹤0.01%
1,500
1453
$35K ﹤0.01%
15
1454
$34K ﹤0.01%
1,642
1455
$34K ﹤0.01%
537
1456
$34K ﹤0.01%
615
1457
$34K ﹤0.01%
1,932
1458
$34K ﹤0.01%
368
1459
$34K ﹤0.01%
761
1460
$34K ﹤0.01%
292
1461
$34K ﹤0.01%
2,715
1462
$34K ﹤0.01%
1,069
1463
$34K ﹤0.01%
1,450
1464
$33K ﹤0.01%
1,391
1465
$33K ﹤0.01%
815
1466
$33K ﹤0.01%
321
1467
$33K ﹤0.01%
1,272
1468
$33K ﹤0.01%
1,780
1469
$33K ﹤0.01%
1,450
1470
$32K ﹤0.01%
352
1471
$32K ﹤0.01%
540
1472
$32K ﹤0.01%
1,860
1473
$32K ﹤0.01%
750
1474
$32K ﹤0.01%
13,030
1475
$32K ﹤0.01%
127
57 58
59
60 61