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
1601
$18K ﹤0.01%
5,010
1602
$18K ﹤0.01%
640
1603
$18K ﹤0.01%
1,122
1604
$18K ﹤0.01%
1,530
1605
$18K ﹤0.01%
795
1606
$18K ﹤0.01%
1,184
1607
$18K ﹤0.01%
740
1608
$17K ﹤0.01%
811
1609
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961
1610
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580
1611
$17K ﹤0.01%
700
1612
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324
1613
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692
1614
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846
1615
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700
1616
$17K ﹤0.01%
873
1617
$17K ﹤0.01%
1,263
1618
$17K ﹤0.01%
581
1619
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843
1620
$16K ﹤0.01%
1,012
1621
$16K ﹤0.01%
1,135
1622
$16K ﹤0.01%
844
1623
$16K ﹤0.01%
1,559
1624
$16K ﹤0.01%
2,970
1625
$16K ﹤0.01%
383