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LS Investment Advisors Portfolio holdings

AUM $668M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.68M
3
+$3.84M
4
WST icon
West Pharmaceutical
WST
+$2.9M
5
NEE icon
NextEra Energy
NEE
+$2.62M

Top Sells

1
+$8.15M
2
+$6.36M
3
+$5.79M
4
RTX icon
RTX Corp
RTX
+$3.7M
5
TER icon
Teradyne
TER
+$2.56M

Sector Composition

1 Technology 19.29%
2 Financials 14.38%
3 Healthcare 12.6%
4 Industrials 9.35%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
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902
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903
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-7,628
904
– –
-8,181
905
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-7,247
906
– –
-6,066
907
– –
-9,766
908
– –
-10,430
909
– –
-9,673
910
– –
-4,116
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