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
501
$488K 0.03%
5,549
-1,029
502
$487K 0.03%
10,120
-227
503
$487K 0.03%
20,923
-361
504
$486K 0.03%
11,959
-4,008
505
$486K 0.03%
13,502
-4,836
506
$486K 0.03%
5,559
-1,327
507
$485K 0.03%
7,456
-1,566
508
$484K 0.03%
4,658
+45
509
$483K 0.03%
17,741
-1,701
510
$482K 0.03%
6,741
-1,013
511
$482K 0.03%
15,634
-6,373
512
$481K 0.03%
10,882
+95
513
$481K 0.03%
8,929
-33
514
$479K 0.03%
8,837
-5,414
515
$479K 0.03%
4,900
-2,446
516
$476K 0.03%
4,826
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517
$476K 0.03%
5,578
-1,193
518
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9,310
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519
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2,296
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520
$471K 0.03%
16,463
+4
521
$470K 0.03%
3,474
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522
$470K 0.03%
2,101
-605
523
$468K 0.03%
27,664
-13,265
524
$468K 0.03%
4,088
-1,650
525
$467K 0.03%
3,872
-1,449
19 20
21
22 23