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
1151
$94K 0.01%
1,200
1152
$94K 0.01%
1,463
-174
1153
$93K 0.01%
1,689
+12
1154
$93K 0.01%
2,923
-538
1155
$92K 0.01%
3,479
-4,182
1156
$92K 0.01%
2,032
-881
1157
$92K 0.01%
2,300
-359
1158
$92K 0.01%
4,867
+1,332
1159
$91K 0.01%
2,090
+145
1160
$91K 0.01%
3,300
1161
$90K 0.01%
1,610
1162
$89K 0.01%
+697
1163
$89K 0.01%
1,549
-218
1164
$88K 0.01%
4,873
-772
1165
$88K 0.01%
2,244
-325
1166
$88K 0.01%
1,791
-2,440
1167
$88K 0.01%
1,614
+864
1168
$88K 0.01%
2,204
-338
1169
$87K 0.01%
3,848
-2,726
1170
$87K 0.01%
1,797
+62
1171
$86K 0.01%
985
-124
1172
$86K 0.01%
680
1173
$86K 0.01%
844
1174
$86K 0.01%
1,069
-646
1175
$85K ﹤0.01%
1,423
-334
45 46
47
48 49