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
826
$109K 0.01%
11,087
+200
827
$108K 0.01%
852
+42
828
$108K 0.01%
1,808
+29
829
$108K 0.01%
1,210
+22
830
$108K 0.01%
3,841
+135
831
$107K 0.01%
1,557
832
$107K 0.01%
4,041
+236
833
$107K 0.01%
6,960
834
$107K 0.01%
670
+12
835
$106K 0.01%
768
836
$106K 0.01%
1,194
+29
837
$106K 0.01%
1,367
+193
838
$105K 0.01%
1,350
+9
839
$105K 0.01%
1,953
+217
840
$105K 0.01%
2,458
-69
841
$105K 0.01%
2,556
842
$104K 0.01%
3,195
+104
843
$104K 0.01%
1,759
844
$103K 0.01%
880
+20
845
$103K 0.01%
2,635
+52
846
$102K 0.01%
1,545
+28
847
$102K 0.01%
2,117
+59
848
$102K 0.01%
3,324
849
$102K 0.01%
2,136
850
$102K 0.01%
3,118
+62
32 33
34
35 36