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
976
$171K 0.01%
2,003
+409
977
$170K 0.01%
2,677
-2,237
978
$170K 0.01%
1,960
-326
979
$170K 0.01%
3,486
+2,252
980
$170K 0.01%
4,858
-2,779
981
$169K 0.01%
8,160
-1,440
982
$169K 0.01%
3,871
-3,013
983
$169K 0.01%
3,437
984
$168K 0.01%
4,001
-825
985
$168K 0.01%
5,608
-1,259
986
$168K 0.01%
6,040
-1,065
987
$167K 0.01%
4,923
988
$167K 0.01%
6,415
-1,215
989
$167K 0.01%
4,410
990
$166K 0.01%
3,363
-638
991
$166K 0.01%
3,346
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992
$166K 0.01%
2,160
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993
$166K 0.01%
1,287
-270
994
$165K 0.01%
4,791
+2,250
995
$165K 0.01%
6,216
-1,125
996
$164K 0.01%
3,114
997
$164K 0.01%
3,068
-4,049
998
$164K 0.01%
7,653
999
$164K 0.01%
3,380
-898
1000
$163K 0.01%
7,622
-1,575
38 39
40
41 42