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
551
$448K 0.03%
8,228
+648
552
$448K 0.03%
9,431
-3,336
553
$448K 0.03%
15,717
+13
554
$448K 0.03%
15,383
-5,532
555
$447K 0.03%
3,930
-1,959
556
$445K 0.03%
4,414
-110
557
$445K 0.03%
6,824
-2,995
558
$442K 0.03%
23,259
+312
559
$441K 0.03%
18,612
-2,276
560
$439K 0.03%
9,771
-1,003
561
$439K 0.03%
7,899
-454
562
$438K 0.03%
7,983
-2,185
563
$438K 0.03%
20,963
+100
564
$436K 0.03%
9,105
-233
565
$436K 0.03%
12,792
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566
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$435K 0.03%
7,152
-1,705
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$435K 0.03%
9,119
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569
$434K 0.03%
5,283
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570
$433K 0.03%
4,763
-1,167
571
$433K 0.03%
6,828
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572
$431K 0.03%
10,983
-2,618
573
$431K 0.03%
3,536
-101
574
$431K 0.03%
7,331
-1,645
575
$430K 0.03%
16,379
+5,244
21 22
23
24 25