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
601
$394K 0.02%
11,811
+399
602
$394K 0.02%
2,792
-253
603
$394K 0.02%
6,853
+2,153
604
$394K 0.02%
4,248
-160
605
$393K 0.02%
4,633
-1,311
606
$392K 0.02%
4,147
+453
607
$391K 0.02%
13,430
+225
608
$390K 0.02%
3,445
-1,387
609
$390K 0.02%
3,006
-788
610
$389K 0.02%
18,615
+1,761
611
$389K 0.02%
8,178
612
$389K 0.02%
4,529
-1,094
613
$387K 0.02%
3,475
+1,110
614
$385K 0.02%
6,573
+981
615
$384K 0.02%
6,854
-1,651
616
$384K 0.02%
5,172
-2,064
617
$383K 0.02%
3,413
-605
618
$381K 0.02%
10,824
-2,532
619
$379K 0.02%
18,010
620
$378K 0.02%
2,244
-11
621
$377K 0.02%
17,976
-7,996
622
$377K 0.02%
3,633
-119
623
$375K 0.02%
18,317
-1,919
624
$374K 0.02%
14,852
-6,070
625
$372K 0.02%
3,736
-61
23 24
25
26 27