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
WMT
+$1.24M
5
CTAS icon
Cintas
CTAS
+$1.17M

Sector Composition

1 Financials 17.05%
2 Technology 14.44%
3 Healthcare 13.39%
4 Industrials 11.25%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$26K ﹤0.01%
3,270
1527
$26K ﹤0.01%
110
1528
$26K ﹤0.01%
1,198
1529
$26K ﹤0.01%
1,432
1530
$25K ﹤0.01%
588
1531
$25K ﹤0.01%
701
1532
$25K ﹤0.01%
498
1533
$25K ﹤0.01%
444
-1
1534
$25K ﹤0.01%
649
1535
$25K ﹤0.01%
1,164
1536
$25K ﹤0.01%
149
1537
$24K ﹤0.01%
700
1538
$24K ﹤0.01%
885
1539
$24K ﹤0.01%
1,054
1540
$24K ﹤0.01%
2,800
1541
$24K ﹤0.01%
836
1542
$24K ﹤0.01%
700
1543
$24K ﹤0.01%
824
1544
$24K ﹤0.01%
585
1545
$24K ﹤0.01%
214
1546
$24K ﹤0.01%
292
1547
$24K ﹤0.01%
52
1548
$23K ﹤0.01%
2,731
+49
1549
$23K ﹤0.01%
394
1550
$23K ﹤0.01%
605