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
$1.29B
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,927
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$1.22M
3
+$1.22M
4
FISV
Fiserv Inc
FISV
+$1.12M
5
MDT icon
Medtronic
MDT
+$1.09M

Top Sells

1
+$11.3M
2
+$6.62M
3
+$2.45M
4
GE icon
GE Aerospace
GE
+$2.25M
5
MCD icon
McDonald's
MCD
+$1.67M

Sector Composition

1 Healthcare 17.1%
2 Financials 15.6%
3 Technology 12.27%
4 Industrials 11.14%
5 Consumer Staples 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$67K 0.01%
16,572
+535
1027
$67K 0.01%
4,789
1028
$67K 0.01%
2,057
+80
1029
$66K 0.01%
6,277
+187
1030
$66K 0.01%
2,490
+69
1031
$66K 0.01%
4,927
1032
$65K 0.01%
4,312
+180
1033
$65K 0.01%
1,280
1034
$65K 0.01%
1,633
1035
$65K 0.01%
2,173
+78
1036
$65K 0.01%
2,529
+202
1037
$65K 0.01%
3,982
+168
1038
$64K 0.01%
2,358
1039
$64K 0.01%
2,538
1040
$64K 0.01%
1,405
+50
1041
$64K 0.01%
2,822
+92
1042
$63K ﹤0.01%
2,123
+69
1043
$63K ﹤0.01%
2,348
1044
$63K ﹤0.01%
2,120
1045
$63K ﹤0.01%
2,164
1046
$63K ﹤0.01%
1,294
+30
1047
$63K ﹤0.01%
5,000
1048
$63K ﹤0.01%
1,359
1049
$63K ﹤0.01%
1,039
+35
1050
$63K ﹤0.01%
2,607
40 41
42
43 44