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
1726
$6K ﹤0.01%
250
1727
$6K ﹤0.01%
106
+54
1728
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1729
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397
1730
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1731
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966
1732
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1,093
1733
$6K ﹤0.01%
1,070
1734
$5K ﹤0.01%
500
1735
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+78
1736
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535
1737
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1738
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1739
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630
1740
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1741
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1742
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1743
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1744
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1745
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1746
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1747
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170
1748
$5K ﹤0.01%
894
1749
$5K ﹤0.01%
2,025
1750
$5K ﹤0.01%
970