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
701
$306K 0.02%
3,738
-854
702
$305K 0.02%
4,594
-2,347
703
$302K 0.02%
4,305
-1,041
704
$302K 0.02%
10,127
-2,451
705
$302K 0.02%
1,571
706
$301K 0.02%
26,605
-18,607
707
$298K 0.02%
2,721
-1,532
708
$298K 0.02%
8,642
+1,775
709
$297K 0.02%
5,574
-1,241
710
$295K 0.02%
4,202
711
$292K 0.02%
9,126
-2,073
712
$291K 0.02%
11,316
-2,662
713
$290K 0.02%
5,151
-1,160
714
$289K 0.02%
5,263
-1,286
715
$289K 0.02%
4,076
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716
$288K 0.02%
7,480
-2,437
717
$287K 0.02%
5,713
718
$287K 0.02%
4,628
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719
$286K 0.02%
3,472
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720
$285K 0.02%
2,634
-628
721
$284K 0.02%
9,170
-4,151
722
$284K 0.02%
2,940
-1,354
723
$284K 0.02%
15,035
-2,322
724
$284K 0.02%
13,676
-3,222
725
$283K 0.02%
11,015
+261
27 28
29
30 31