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
726
$283K 0.02%
7,855
+591
727
$283K 0.02%
3,099
-759
728
$283K 0.02%
5,289
729
$282K 0.02%
7,445
-254
730
$282K 0.02%
3,345
-815
731
$282K 0.02%
8,806
732
$281K 0.02%
16,487
+338
733
$280K 0.02%
14,620
-3,570
734
$280K 0.02%
4,227
-1,444
735
$280K 0.02%
7,016
-2,132
736
$278K 0.02%
7,357
+6,727
737
$278K 0.02%
3,783
+76
738
$278K 0.02%
3,667
-1,093
739
$277K 0.02%
3,688
-526
740
$276K 0.02%
19,984
-4,405
741
$276K 0.02%
6,891
+2,130
742
$276K 0.02%
4,648
+177
743
$275K 0.02%
3,868
-935
744
$275K 0.02%
2,645
-1,354
745
$274K 0.02%
2,314
-537
746
$274K 0.02%
21,705
-2,287
747
$273K 0.02%
6,440
-1,525
748
$273K 0.02%
1,452
+166
749
$271K 0.02%
2,535
-704
750
$271K 0.02%
3,160
-773
28 29
30
31 32