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
1501
$28K ﹤0.01%
886
1502
$28K ﹤0.01%
382
+12
1503
$28K ﹤0.01%
+1,390
1504
$28K ﹤0.01%
600
1505
$28K ﹤0.01%
1,052
1506
$28K ﹤0.01%
2,500
1507
$28K ﹤0.01%
686
1508
$28K ﹤0.01%
1,807
1509
$28K ﹤0.01%
960
1510
$28K ﹤0.01%
1,527
1511
$28K ﹤0.01%
375
1512
$28K ﹤0.01%
167
1513
$28K ﹤0.01%
1,429
1514
$27K ﹤0.01%
1,485
1515
$27K ﹤0.01%
1,728
1516
$27K ﹤0.01%
2,020
1517
$27K ﹤0.01%
742
1518
$27K ﹤0.01%
1,070
1519
$27K ﹤0.01%
1,230
1520
$27K ﹤0.01%
1,840
1521
$27K ﹤0.01%
1,775
1522
$26K ﹤0.01%
1,276
1523
$26K ﹤0.01%
580
1524
$26K ﹤0.01%
386
1525
$26K ﹤0.01%
689
59 60
61
62 63