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
1776
$4K ﹤0.01%
320
1777
$4K ﹤0.01%
120
1778
$4K ﹤0.01%
140
1779
$4K ﹤0.01%
250
1780
$4K ﹤0.01%
230
1781
$4K ﹤0.01%
120
1782
$4K ﹤0.01%
400
1783
$4K ﹤0.01%
310
1784
$4K ﹤0.01%
452
1785
$4K ﹤0.01%
320
1786
$4K ﹤0.01%
64
1787
$4K ﹤0.01%
57
1788
$4K ﹤0.01%
180
1789
$4K ﹤0.01%
2,171
1790
$4K ﹤0.01%
2,025
1791
$4K ﹤0.01%
535
1792
$4K ﹤0.01%
290
1793
$4K ﹤0.01%
460
1794
$4K ﹤0.01%
513
1795
$4K ﹤0.01%
40
1796
$3K ﹤0.01%
524
1797
$3K ﹤0.01%
370
1798
$3K ﹤0.01%
153
1799
$3K ﹤0.01%
197
1800
$3K ﹤0.01%
399