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
876
$207K 0.01%
19,468
-331
877
$206K 0.01%
11,530
-1,780
878
$206K 0.01%
10,896
-100
879
$206K 0.01%
15,458
+4,722
880
$205K 0.01%
3,513
-2,663
881
$205K 0.01%
1,263
+646
882
$205K 0.01%
8,596
+3,492
883
$205K 0.01%
4,143
-664
884
$204K 0.01%
9,302
+8,459
885
$204K 0.01%
1,157
-173
886
$204K 0.01%
3,937
-624
887
$204K 0.01%
7,150
-1,283
888
$203K 0.01%
10,857
889
$203K 0.01%
3,942
-349
890
$202K 0.01%
1,826
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891
$202K 0.01%
4,367
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892
$202K 0.01%
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893
$201K 0.01%
5,345
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894
$201K 0.01%
14,266
-2,227
895
$201K 0.01%
12,271
-8,909
896
$201K 0.01%
6,998
897
$201K 0.01%
2,871
898
$200K 0.01%
3,910
-617
899
$200K 0.01%
8,476
+2,492
900
$199K 0.01%
13,590
-5,630
34 35
36
37 38