CLS Investments LLC

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Assets, Funds, Holdings

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CAFR Data
CLS Investments LLC
CRD #107975
SEC #801-57265
CIK #
AUM $8.6 BB (82% Disc, 100% US)
Employees29 (41% Investors, 28% Brokers)
Phone402-493-3313
Address17605 Wright Street
Omaha, NE 68130
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
151296302000200620132020
Sector Holding Cap ($MM) Value ($MM)
EFV128.1
PXH87.0
TOTL85.4
SPLV66.0
BIL62.6
SPTM53.0
VLUE50.1
QUAL49.5
SHV48.0
SPDW45.1
View All
Holdings by Sector ($)
2.92.31.71.20.60.02014201620182020
Comparable Firms State AUM ($BB)
Duff & Phelps Investment Management Co
IL 9.0
RE Advisers Corporation
VA 8.7
Stableriver Capital Management LLC
GA 8.7
Mairs and Power Inc
MN 8.6
Jensen Investment Management Inc
OR 8.6
People's United Advisors Inc
CT 8.5
Nikko Global Asset Management USA Inc
NY 8.4
Taplin Canida & Habacht Inc
FL 8.3
The London Company of Virginia LLC
VA 8.2
IEQ Capital LLC
CA 8.2
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