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
801
$240K 0.01%
1,512
-340
802
$239K 0.01%
2,783
-451
803
$239K 0.01%
10,292
-3,483
804
$239K 0.01%
7,388
-1,940
805
$238K 0.01%
3,861
-879
806
$238K 0.01%
5,073
-3,709
807
$238K 0.01%
598
-112
808
$238K 0.01%
4,148
-906
809
$238K 0.01%
10,728
-1,799
810
$238K 0.01%
2,309
+1,362
811
$237K 0.01%
6,823
-1,222
812
$236K 0.01%
3,671
+1,903
813
$236K 0.01%
2,797
+945
814
$236K 0.01%
6,364
-905
815
$235K 0.01%
12,166
-1,931
816
$235K 0.01%
6,235
-2,400
817
$235K 0.01%
3,519
-589
818
$235K 0.01%
5,595
-1,034
819
$234K 0.01%
3,076
-1,894
820
$234K 0.01%
3,193
-688
821
$233K 0.01%
5,956
-4,441
822
$232K 0.01%
5,322
-861
823
$231K 0.01%
4,866
+782
824
$230K 0.01%
1,081
825
$230K 0.01%
1,966
31 32
33
34 35