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
$1.36B
AUM Growth
-$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,904
New
Increased
Reduced
Closed

Top Buys

1 +$4.61M
2 +$2.47M
3 +$973K
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$955K
5
FISV
Fiserv Inc
FISV
+$951K

Top Sells

1 +$12.3M
2 +$9.53M
3 +$4.91M
4
AAPL icon
Apple
AAPL
+$1.51M
5
CTAS icon
Cintas
CTAS
+$1.46M

Sector Composition

1 Healthcare 15.1%
2 Financials 14.96%
3 Technology 13.51%
4 Industrials 10.7%
5 Consumer Staples 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$20K ﹤0.01%
1,164
1527
$20K ﹤0.01%
230
1528
$20K ﹤0.01%
1,965
1529
$20K ﹤0.01%
1,223
1530
$19K ﹤0.01%
1,108
1531
$19K ﹤0.01%
581
1532
$19K ﹤0.01%
5,550
1533
$19K ﹤0.01%
1,258
1534
$19K ﹤0.01%
152
1535
$19K ﹤0.01%
885
1536
$19K ﹤0.01%
760
1537
$19K ﹤0.01%
740
1538
$18K ﹤0.01%
161
1539
$18K ﹤0.01%
740
1540
$18K ﹤0.01%
223
1541
$18K ﹤0.01%
815
1542
$18K ﹤0.01%
2,970
1543
$18K ﹤0.01%
846
1544
$18K ﹤0.01%
640
1545
$18K ﹤0.01%
910
1546
$18K ﹤0.01%
379
1547
$18K ﹤0.01%
402
1548
$18K ﹤0.01%
1,073
1549
$18K ﹤0.01%
581
1550
$17K ﹤0.01%
2,031