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
476
$528K 0.03%
6,476
+325
477
$525K 0.03%
9,559
-3,663
478
$523K 0.03%
8,309
-2,175
479
$520K 0.03%
16,781
+4,277
480
$518K 0.03%
3,537
-1,391
481
$517K 0.03%
9,153
-2,233
482
$508K 0.03%
15,266
-4,118
483
$504K 0.03%
8,463
-201
484
$504K 0.03%
12,261
+2,258
485
$503K 0.03%
12,099
-2,796
486
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13,210
-1,273
487
$500K 0.03%
13,724
-694
488
$498K 0.03%
11,392
-3
489
$498K 0.03%
5,275
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490
$498K 0.03%
26,634
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$498K 0.03%
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8,122
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493
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9,322
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494
$495K 0.03%
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495
$492K 0.03%
2,777
-95
496
$492K 0.03%
13,997
-2,669
497
$492K 0.03%
2,432
-53
498
$492K 0.03%
5,605
-1,958
499
$491K 0.03%
32,840
-1,550
500
$490K 0.03%
5,819
+450
18 19
20
21 22