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
1726
$6K ﹤0.01%
250
1727
$6K ﹤0.01%
106
+54
1728
$6K ﹤0.01%
293
1729
$6K ﹤0.01%
397
1730
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150
1731
$6K ﹤0.01%
966
1732
$6K ﹤0.01%
1,093
1733
$6K ﹤0.01%
1,070
1734
$5K ﹤0.01%
320
1735
$5K ﹤0.01%
370
1736
$5K ﹤0.01%
630
1737
$5K ﹤0.01%
70
1738
$5K ﹤0.01%
110
1739
$5K ﹤0.01%
197
1740
$5K ﹤0.01%
280
1741
$5K ﹤0.01%
280
1742
$5K ﹤0.01%
452
1743
$5K ﹤0.01%
326
1744
$5K ﹤0.01%
170
1745
$5K ﹤0.01%
894
1746
$5K ﹤0.01%
2,025
1747
$5K ﹤0.01%
970
1748
$5K ﹤0.01%
500
1749
$5K ﹤0.01%
+78
1750
$5K ﹤0.01%
535