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
1576
$21K ﹤0.01%
1,889
1577
$21K ﹤0.01%
230
1578
$20K ﹤0.01%
2,030
+17
1579
$20K ﹤0.01%
600
1580
$20K ﹤0.01%
2,657
1581
$20K ﹤0.01%
1,154
1582
$20K ﹤0.01%
315
1583
$20K ﹤0.01%
5,550
1584
$20K ﹤0.01%
1,329
1585
$20K ﹤0.01%
1,070
1586
$20K ﹤0.01%
1,007
1587
$20K ﹤0.01%
1,355
1588
$20K ﹤0.01%
1,025
1589
$19K ﹤0.01%
113
1590
$19K ﹤0.01%
1,136
1591
$19K ﹤0.01%
2,450
1592
$19K ﹤0.01%
144
1593
$19K ﹤0.01%
949
1594
$19K ﹤0.01%
550
1595
$19K ﹤0.01%
577
1596
$18K ﹤0.01%
1,108
1597
$18K ﹤0.01%
996
1598
$18K ﹤0.01%
1,164
1599
$18K ﹤0.01%
532
1600
$18K ﹤0.01%
3,250
62 63
64
65 66