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
$1.29B
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,927
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$1.22M
3
+$1.22M
4
FISV
Fiserv Inc
FISV
+$1.12M
5
MDT icon
Medtronic
MDT
+$1.09M

Top Sells

1
+$11.3M
2
+$6.62M
3
+$2.45M
4
GE icon
GE Aerospace
GE
+$2.25M
5
MCD icon
McDonald's
MCD
+$1.67M

Sector Composition

1 Healthcare 17.1%
2 Financials 15.6%
3 Technology 12.27%
4 Industrials 11.14%
5 Consumer Staples 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$137K 0.01%
5,007
752
$136K 0.01%
3,118
+90
753
$136K 0.01%
3,718
+92
754
$135K 0.01%
2,362
+140
755
$134K 0.01%
4,962
756
$133K 0.01%
2,680
+146
757
$133K 0.01%
3,837
+92
758
$133K 0.01%
1,953
-100
759
$132K 0.01%
2,244
760
$132K 0.01%
15,757
761
$131K 0.01%
1,668
+61
762
$131K 0.01%
5,575
+2,943
763
$131K 0.01%
3,782
+122
764
$130K 0.01%
2,312
+172
765
$130K 0.01%
14,763
+3,294
766
$130K 0.01%
4,964
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767
$130K 0.01%
2,077
768
$130K 0.01%
8,634
+142
769
$130K 0.01%
4,916
+124
770
$130K 0.01%
2,032
+81
771
$129K 0.01%
2,463
+335
772
$129K 0.01%
7,429
-1,039
773
$129K 0.01%
6,241
+2,446
774
$128K 0.01%
3,566
+76
775
$128K 0.01%
337
-5
29 30
31
32 33