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
1551
$23K ﹤0.01%
2,000
1552
$23K ﹤0.01%
1,018
1553
$23K ﹤0.01%
2,377
1554
$23K ﹤0.01%
2,099
1555
$23K ﹤0.01%
1,238
1556
$23K ﹤0.01%
910
1557
$22K ﹤0.01%
591
1558
$22K ﹤0.01%
790
1559
$22K ﹤0.01%
2,010
1560
$22K ﹤0.01%
765
-1
1561
$22K ﹤0.01%
14,417
1562
$22K ﹤0.01%
1,018
1563
$22K ﹤0.01%
1,282
1564
$22K ﹤0.01%
1,577
1565
$22K ﹤0.01%
1,029
1566
$22K ﹤0.01%
917
1567
$21K ﹤0.01%
+1,652
1568
$21K ﹤0.01%
161
1569
$21K ﹤0.01%
960
1570
$21K ﹤0.01%
581
1571
$21K ﹤0.01%
+2,150
1572
$21K ﹤0.01%
152
1573
$21K ﹤0.01%
2,806
1574
$21K ﹤0.01%
1,000
1575
$21K ﹤0.01%
2,820
61 62
63
64 65