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
1051
$138K 0.01%
5,015
+3,640
1052
$138K 0.01%
2,010
1053
$137K 0.01%
1,548
+382
1054
$137K 0.01%
1,089
1055
$137K 0.01%
10,717
-2,224
1056
$136K 0.01%
6,422
-1,277
1057
$135K 0.01%
4,668
-758
1058
$135K 0.01%
430
1059
$133K 0.01%
3,422
-2,213
1060
$132K 0.01%
3,026
+1,645
1061
$132K 0.01%
2,655
-459
1062
$132K 0.01%
2,800
1063
$132K 0.01%
940
1064
$132K 0.01%
6,102
+4,904
1065
$132K 0.01%
1,770
-374
1066
$131K 0.01%
7,399
-1,168
1067
$131K 0.01%
+2,385
1068
$130K 0.01%
1,648
1069
$130K 0.01%
2,861
+2,115
1070
$130K 0.01%
+3,248
1071
$130K 0.01%
9,300
+3,479
1072
$129K 0.01%
1,451
1073
$129K 0.01%
2,414
-436
1074
$129K 0.01%
4,764
-3,424
1075
$129K 0.01%
3,211
41 42
43
44 45