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
1476
$32K ﹤0.01%
8,920
-7,422
1477
$32K ﹤0.01%
500
1478
$32K ﹤0.01%
1,237
1479
$32K ﹤0.01%
600
1480
$31K ﹤0.01%
909
1481
$31K ﹤0.01%
2,456
1482
$31K ﹤0.01%
2,410
1483
$31K ﹤0.01%
2,782
1484
$31K ﹤0.01%
139
1485
$31K ﹤0.01%
475
1486
$31K ﹤0.01%
727
1487
$30K ﹤0.01%
1,400
1488
$30K ﹤0.01%
1,740
1489
$30K ﹤0.01%
1,110
1490
$30K ﹤0.01%
684
1491
$30K ﹤0.01%
1,805
1492
$30K ﹤0.01%
588
1493
$30K ﹤0.01%
486
+138
1494
$29K ﹤0.01%
690
1495
$29K ﹤0.01%
653
1496
$29K ﹤0.01%
883
1497
$29K ﹤0.01%
639
1498
$29K ﹤0.01%
1,580
1499
$28K ﹤0.01%
2,431
1500
$28K ﹤0.01%
740
58 59
60
61 62