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
1726
$7K ﹤0.01%
100
1727
$7K ﹤0.01%
400
1728
$7K ﹤0.01%
852
1729
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525
1730
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+600
1731
$7K ﹤0.01%
450
1732
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675
1733
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237
1734
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735
1735
$7K ﹤0.01%
106
1736
$7K ﹤0.01%
38
1737
$7K ﹤0.01%
2,060
1738
$7K ﹤0.01%
894
1739
$7K ﹤0.01%
420
1740
$7K ﹤0.01%
80
1741
$7K ﹤0.01%
1,651
1742
$6K ﹤0.01%
180
1743
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90
1744
$6K ﹤0.01%
630
1745
$6K ﹤0.01%
148
-5,456
1746
$6K ﹤0.01%
445
1747
$6K ﹤0.01%
110
1748
$6K ﹤0.01%
720
1749
$6K ﹤0.01%
250
1750
$6K ﹤0.01%
630