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
751
$271K 0.02%
9,049
+333
752
$270K 0.02%
5,654
-1,349
753
$269K 0.02%
7,785
+1,937
754
$268K 0.02%
11,245
+8,863
755
$267K 0.02%
6,882
+228
756
$267K 0.02%
5,800
757
$266K 0.02%
10,290
-2,082
758
$266K 0.02%
224
+71
759
$266K 0.02%
5,306
-1,176
760
$265K 0.02%
2,366
-631
761
$263K 0.02%
+15,461
762
$262K 0.02%
5,298
-1,228
763
$261K 0.02%
3,547
764
$261K 0.02%
9,178
-767
765
$260K 0.02%
3,474
-583
766
$259K 0.02%
18,250
-203
767
$259K 0.02%
8,068
-1,516
768
$258K 0.02%
3,941
-964
769
$258K 0.02%
5,336
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770
$258K 0.02%
24,156
-6,997
771
$256K 0.01%
9,375
-2,630
772
$255K 0.01%
4,302
-974
773
$254K 0.01%
12,163
-6,062
774
$254K 0.01%
7,720
-3,160
775
$253K 0.01%
5,249
-1,487
29 30
31
32 33