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
1651
$14K ﹤0.01%
967
1652
$14K ﹤0.01%
1,021
1653
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69
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2,606
-1
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843
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400
1661
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1,311
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1,680
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1,070
1664
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1666
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734
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350
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763
1673
$12K ﹤0.01%
379
1674
$12K ﹤0.01%
688
1675
$11K ﹤0.01%
603