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
1626
$16K ﹤0.01%
619
1627
$16K ﹤0.01%
795
1628
$16K ﹤0.01%
340
1629
$16K ﹤0.01%
2,123
1630
$16K ﹤0.01%
851
1631
$16K ﹤0.01%
530
1632
$15K ﹤0.01%
14
1633
$15K ﹤0.01%
380
1634
$15K ﹤0.01%
1,082
1635
$15K ﹤0.01%
638
1636
$15K ﹤0.01%
839
1637
$15K ﹤0.01%
2,470
1638
$15K ﹤0.01%
1,500
1639
$15K ﹤0.01%
481
1640
$15K ﹤0.01%
422
1641
$15K ﹤0.01%
335
1642
$15K ﹤0.01%
620
1643
$15K ﹤0.01%
760
1644
$15K ﹤0.01%
824
1645
$14K ﹤0.01%
591
1646
$14K ﹤0.01%
838
1647
$14K ﹤0.01%
54
1648
$14K ﹤0.01%
173
1649
$14K ﹤0.01%
300
1650
$14K ﹤0.01%
645
64 65
66
67 68