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
1101
$120K 0.01%
7,664
-1,332
1102
$119K 0.01%
2,472
-922
1103
$119K 0.01%
2,873
-1,554
1104
$119K 0.01%
8,777
+7,037
1105
$119K 0.01%
3,233
1106
$118K 0.01%
1,691
+1,308
1107
$118K 0.01%
3,059
-656
1108
$118K 0.01%
2,478
-390
1109
$117K 0.01%
2,146
1110
$116K 0.01%
2,069
+1,329
1111
$116K 0.01%
6,953
1112
$115K 0.01%
3,210
1113
$114K 0.01%
3,005
1114
$114K 0.01%
+1,686
1115
$114K 0.01%
2,947
-648
1116
$113K 0.01%
6,122
+5,298
1117
$111K 0.01%
2,104
1118
$110K 0.01%
1,704
-634
1119
$110K 0.01%
+3,319
1120
$110K 0.01%
2,192
-505
1121
$109K 0.01%
1,467
-230
1122
$109K 0.01%
6,556
-1,120
1123
$108K 0.01%
6,099
+4,935
1124
$108K 0.01%
1,876
+840
1125
$108K 0.01%
566
-131
43 44
45
46 47