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
951
$180K 0.01%
6,050
-1,010
952
$180K 0.01%
1,515
+880
953
$180K 0.01%
2,588
954
$180K 0.01%
8,691
-1,627
955
$180K 0.01%
4,623
+1,581
956
$178K 0.01%
1,164
+854
957
$178K 0.01%
7,360
-1,368
958
$178K 0.01%
5,992
+5,372
959
$177K 0.01%
4,105
-20
960
$177K 0.01%
2,279
-381
961
$177K 0.01%
6,948
-1,172
962
$176K 0.01%
7,750
-1,284
963
$176K 0.01%
5,770
-1,165
964
$175K 0.01%
2,605
965
$175K 0.01%
1,818
-378
966
$175K 0.01%
2,210
-992
967
$174K 0.01%
2,640
-454
968
$173K 0.01%
3,318
-564
969
$173K 0.01%
2,065
+1,540
970
$173K 0.01%
7,694
-1,191
971
$173K 0.01%
12,936
-2,202
972
$173K 0.01%
309
-51
973
$173K 0.01%
11,778
+9,603
974
$172K 0.01%
5,478
-891
975
$172K 0.01%
10,186
+2,322
37 38
39
40 41