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
1701
$9K ﹤0.01%
200
1702
$9K ﹤0.01%
200
1703
$9K ﹤0.01%
3,355
1704
$9K ﹤0.01%
675
1705
$9K ﹤0.01%
1,190
1706
$8K ﹤0.01%
950
1707
$8K ﹤0.01%
613
1708
$8K ﹤0.01%
450
1709
$8K ﹤0.01%
830
1710
$8K ﹤0.01%
+1,600
1711
$8K ﹤0.01%
490
1712
$8K ﹤0.01%
500
1713
$8K ﹤0.01%
2,035
1714
$8K ﹤0.01%
908
1715
$8K ﹤0.01%
1,020
1716
$8K ﹤0.01%
130
1717
$8K ﹤0.01%
225
1718
$8K ﹤0.01%
270
1719
$8K ﹤0.01%
240
1720
$8K ﹤0.01%
158
1721
$8K ﹤0.01%
104
1722
$8K ﹤0.01%
727
1723
$8K ﹤0.01%
402
1724
$8K ﹤0.01%
140
1725
$8K ﹤0.01%
970