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
$1.72B
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,924
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.43M
3
+$1.19M
4
HSY icon
Hershey
HSY
+$1.17M
5
TWX
Time Warner Inc
TWX
+$1.14M

Top Sells

1
+$6.92M
2
+$3.51M
3
+$1.97M
4
VTRS icon
Viatris
VTRS
+$1.84M
5
SLB icon
SLB Ltd
SLB
+$1.74M

Sector Composition

1 Financials 17.61%
2 Technology 15.49%
3 Healthcare 12.42%
4 Industrials 10.63%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$608K 0.04%
15,564
-2,428
427
$607K 0.04%
6,412
+559
428
$606K 0.04%
13,996
+905
429
$604K 0.04%
2,139
-260
430
$600K 0.03%
4,032
-671
431
$599K 0.03%
13,248
-3
432
$597K 0.03%
8,858
-118
433
$595K 0.03%
6,271
+27
434
$590K 0.03%
9,635
-870
435
$590K 0.03%
6,748
+165
436
$588K 0.03%
8,621
-1,100
437
$586K 0.03%
2,135
-238
438
$584K 0.03%
2,903
-1,693
439
$582K 0.03%
7,093
+679
440
$581K 0.03%
4,719
-26
441
$580K 0.03%
6,510
-393
442
$575K 0.03%
13,609
+2,801
443
$574K 0.03%
3,075
444
$573K 0.03%
7,181
-441
445
$570K 0.03%
12,962
-614
446
$569K 0.03%
4,951
-609
447
$567K 0.03%
2,864
+442
448
$566K 0.03%
5,398
+154
449
$566K 0.03%
10,237
-207
450
$565K 0.03%
5,381
+254
16 17
18
19 20