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
926
$192K 0.01%
1,962
-1,201
927
$191K 0.01%
6,539
-996
928
$191K 0.01%
2,382
-453
929
$191K 0.01%
+10,424
930
$190K 0.01%
3,946
-1,423
931
$189K 0.01%
3,493
-494
932
$189K 0.01%
3,172
-480
933
$189K 0.01%
5,405
-4,545
934
$188K 0.01%
3,564
+2,494
935
$188K 0.01%
3,576
-3,594
936
$187K 0.01%
1,663
937
$187K 0.01%
3,776
-622
938
$187K 0.01%
2,908
+834
939
$186K 0.01%
5,698
-966
940
$186K 0.01%
9,391
-1,632
941
$186K 0.01%
33,413
-4,724
942
$186K 0.01%
1,486
943
$185K 0.01%
13,650
-2,182
944
$185K 0.01%
4,571
945
$184K 0.01%
3,589
946
$183K 0.01%
3,389
-789
947
$183K 0.01%
3,948
+2,553
948
$183K 0.01%
4,700
-421
949
$183K 0.01%
12,555
-2,068
950
$182K 0.01%
1,315
-189
36 37
38
39 40