LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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 Limited
SLB
+$1.74M

Sector Composition

1 Financials 17.61%
2 Technology 15.52%
3 Healthcare 12.42%
4 Industrials 10.61%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.14M 0.42%
134,858
+8,197
52
$6.96M 0.4%
93,464
-2,228
53
$6.91M 0.4%
114,157
+15,497
54
$6.84M 0.4%
81,750
+3,450
55
$6.8M 0.4%
30,842
-844
56
$6.56M 0.38%
54,402
+2,368
57
$6.43M 0.37%
95,378
-25,886
58
$5.92M 0.34%
70,839
-4,200
59
$5.78M 0.34%
94,246
+4,130
60
$5.74M 0.33%
39,961
-4,428
61
$5.62M 0.33%
127,934
-3,284
62
$5.6M 0.33%
106,075
+4,775
63
$5.59M 0.33%
80,152
-2,148
64
$5.53M 0.32%
59,446
+705
65
$5.45M 0.32%
74,983
+6,930
66
$5.42M 0.32%
56,054
-2,899
67
$5.41M 0.31%
36,789
+164
68
$5.32M 0.31%
32,432
-1,886
69
$5.25M 0.31%
86,347
-3,228
70
$5.2M 0.3%
31,163
-2,379
71
$5.15M 0.3%
84,725
+3,425
72
$5.13M 0.3%
78,576
-2,625
73
$5.07M 0.3%
38,198
+3,750
74
$4.99M 0.29%
42,542
-684
75
$4.89M 0.28%
33,331
-7,213
1 2
3
4 5