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
$1.36B
AUM Growth
-$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,904
New
Increased
Reduced
Closed

Top Buys

1 +$4.61M
2 +$2.47M
3 +$973K
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$955K
5
FISV
Fiserv Inc
FISV
+$951K

Top Sells

1 +$12.3M
2 +$9.53M
3 +$4.91M
4
AAPL icon
Apple
AAPL
+$1.51M
5
CTAS icon
Cintas
CTAS
+$1.46M

Sector Composition

1 Healthcare 15.1%
2 Financials 14.96%
3 Technology 13.51%
4 Industrials 10.7%
5 Consumer Staples 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$11K ﹤0.01%
426
1652
$11K ﹤0.01%
1,173
1653
$11K ﹤0.01%
2,060
1654
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2,008
+327
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90
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690
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3,099
1658
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484
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843
1660
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+790
1661
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852
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1663
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550
1664
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830
1665
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550
+5
1666
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1673
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648
1674
$9K ﹤0.01%
720
1675
$9K ﹤0.01%
727