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
801
$120K 0.01%
3,229
+962
802
$118K 0.01%
4,302
-2
803
$118K 0.01%
6,160
-109
804
$118K 0.01%
2,761
+50
805
$117K 0.01%
2,247
+2
806
$117K 0.01%
16,768
-25,321
807
$116K 0.01%
7,801
+75
808
$116K 0.01%
1,977
+101
809
$116K 0.01%
1,427
810
$116K 0.01%
1,226
+40
811
$115K 0.01%
7,259
+122
812
$114K 0.01%
7,826
+252
813
$114K 0.01%
1,842
814
$114K 0.01%
1,291
+31
815
$114K 0.01%
7,776
+313
816
$113K 0.01%
720
817
$113K 0.01%
2,674
818
$112K 0.01%
2,992
819
$112K 0.01%
5,765
+115
820
$111K 0.01%
1,627
821
$111K 0.01%
2,982
822
$111K 0.01%
+4,371
823
$110K 0.01%
3,036
+90
824
$110K 0.01%
3,639
+513
825
$110K 0.01%
1,377
+23
31 32
33
34 35