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
776
$252K 0.01%
6,345
-1,532
777
$252K 0.01%
6,806
-1,212
778
$251K 0.01%
7,080
-1,158
779
$251K 0.01%
3,114
-1,397
780
$250K 0.01%
5,072
+55
781
$250K 0.01%
3,290
-2,915
782
$249K 0.01%
6,550
+3,950
783
$249K 0.01%
8,680
-2,069
784
$249K 0.01%
4,648
-796
785
$248K 0.01%
4,701
+2,157
786
$248K 0.01%
3,388
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787
$248K 0.01%
1,493
-247
788
$248K 0.01%
8,288
-1,797
789
$247K 0.01%
+8,594
790
$247K 0.01%
3,214
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791
$247K 0.01%
1,142
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792
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9,108
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$247K 0.01%
3,774
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794
$246K 0.01%
3,614
-792
795
$244K 0.01%
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796
$244K 0.01%
5,484
-1,045
797
$243K 0.01%
1,800
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798
$242K 0.01%
6,964
-1,279
799
$242K 0.01%
6,703
-1,511
800
$242K 0.01%
15,433
+1,447
30 31
32
33 34