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
1826
$2K ﹤0.01%
140
1827
$2K ﹤0.01%
50
1828
$2K ﹤0.01%
195
1829
$2K ﹤0.01%
83
1830
$2K ﹤0.01%
966
1831
$2K ﹤0.01%
290
1832
$2K ﹤0.01%
360
1833
$1K ﹤0.01%
29
1834
$1K ﹤0.01%
40
1835
$1K ﹤0.01%
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1836
$1K ﹤0.01%
25
1837
$1K ﹤0.01%
685
1838
$1K ﹤0.01%
110
1839
$1K ﹤0.01%
120
1840
$1K ﹤0.01%
62
1841
$1K ﹤0.01%
195
1842
$1K ﹤0.01%
70
1843
$1K ﹤0.01%
350
1844
$1K ﹤0.01%
529
1845
$1K ﹤0.01%
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1846
$1K ﹤0.01%
10
1847
$1K ﹤0.01%
60
1848
$1K ﹤0.01%
210
1849
$1K ﹤0.01%
20
1850
$1K ﹤0.01%
50
72 73
74
75 76