LIA

LS Investment Advisors Portfolio holdings

AUM $714M
1-Year Est. Return 21.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.53%
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 +$2.5M
3 +$1M
4
LNT icon
Alliant Energy
LNT
+$997K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$927K

Top Sells

1 +$12.3M
2 +$9.33M
3 +$5.01M
4
CTAS icon
Cintas
CTAS
+$1.42M
5
AAPL icon
Apple
AAPL
+$1.41M

Sector Composition

1 Healthcare 15.1%
2 Financials 14.96%
3 Technology 13.49%
4 Industrials 10.73%
5 Consumer Staples 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$11K ﹤0.01%
2,008
+327
1652
$11K ﹤0.01%
90
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690
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3,099
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1,400
+400
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1,820
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484
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843
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+790
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830
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550
+5
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1674
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1675
$9K ﹤0.01%
727