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
851
$217K 0.01%
16,295
-5,453
852
$217K 0.01%
11,574
-719
853
$217K 0.01%
9,695
-627
854
$214K 0.01%
2,507
+183
855
$214K 0.01%
2,798
-1,398
856
$213K 0.01%
11,309
-2,241
857
$213K 0.01%
2,765
-438
858
$213K 0.01%
6,144
-1,075
859
$213K 0.01%
3,394
-521
860
$212K 0.01%
3,524
-555
861
$212K 0.01%
4,522
-1,941
862
$212K 0.01%
9,640
-7,044
863
$211K 0.01%
2,307
864
$211K 0.01%
4,813
-3,612
865
$211K 0.01%
1,622
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866
$211K 0.01%
5,212
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867
$210K 0.01%
2,042
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868
$209K 0.01%
4,947
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869
$209K 0.01%
3,723
870
$209K 0.01%
264
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871
$208K 0.01%
8,536
+6,077
872
$208K 0.01%
+2,385
873
$208K 0.01%
7,409
-1,163
874
$207K 0.01%
2,877
-419
875
$207K 0.01%
4,477
+630
33 34
35
36 37