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
1126
$107K 0.01%
2,509
-913
1127
$105K 0.01%
1,392
-217
1128
$104K 0.01%
697
1129
$102K 0.01%
32,765
-7,051
1130
$101K 0.01%
4,008
+1,844
1131
$101K 0.01%
1,662
-335
1132
$100K 0.01%
3,228
-2,589
1133
$100K 0.01%
+2,229
1134
$99K 0.01%
1,707
-380
1135
$99K 0.01%
1,694
-262
1136
$98K 0.01%
731
1137
$98K 0.01%
1,910
-339
1138
$98K 0.01%
10,147
-1,861
1139
$97K 0.01%
2,028
-358
1140
$97K 0.01%
1,735
-1,752
1141
$97K 0.01%
+2,786
1142
$96K 0.01%
1,560
+566
1143
$96K 0.01%
1,272
-776
1144
$96K 0.01%
6,955
-1,396
1145
$95K 0.01%
+2,614
1146
$95K 0.01%
2,390
1147
$95K 0.01%
1,711
1148
$94K 0.01%
1,835
-331
1149
$94K 0.01%
5,526
-64
1150
$94K 0.01%
711
-124
44 45
46
47 48