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
901
$199K 0.01%
7,550
-88
902
$199K 0.01%
2,716
-129
903
$198K 0.01%
6,799
-1,435
904
$198K 0.01%
8,217
-406
905
$198K 0.01%
+2,159
906
$198K 0.01%
5,778
-3,073
907
$197K 0.01%
4,339
+3,249
908
$197K 0.01%
2,991
-504
909
$196K 0.01%
4,912
-1,407
910
$196K 0.01%
9,366
-1,452
911
$196K 0.01%
2,818
-1,105
912
$196K 0.01%
17,454
-2,862
913
$196K 0.01%
1,367
914
$195K 0.01%
2,809
915
$195K 0.01%
13,200
+3,372
916
$194K 0.01%
6,238
-598
917
$194K 0.01%
10,891
-6,509
918
$194K 0.01%
4,411
+3,451
919
$193K 0.01%
4,031
-673
920
$193K 0.01%
8,170
-1,337
921
$193K 0.01%
4,658
+2,701
922
$193K 0.01%
12,336
-1,992
923
$193K 0.01%
6,296
+1,512
924
$192K 0.01%
3,453
-135
925
$192K 0.01%
+8,161
35 36
37
38 39