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
1176
$48K ﹤0.01%
1,067
+17
1177
$48K ﹤0.01%
2,597
1178
$48K ﹤0.01%
855
+101
1179
$47K ﹤0.01%
1,643
1180
$47K ﹤0.01%
1,957
1181
$47K ﹤0.01%
1,826
1182
$47K ﹤0.01%
148
+8
1183
$47K ﹤0.01%
956
1184
$47K ﹤0.01%
2,839
-172
1185
$47K ﹤0.01%
2,940
1186
$46K ﹤0.01%
1,138
1187
$46K ﹤0.01%
1,064
+51
1188
$46K ﹤0.01%
2,037
1189
$46K ﹤0.01%
7,535
-12
1190
$45K ﹤0.01%
1,340
1191
$45K ﹤0.01%
1,230
1192
$45K ﹤0.01%
1,073
1193
$45K ﹤0.01%
1,665
1194
$45K ﹤0.01%
+3,850
1195
$45K ﹤0.01%
55
1196
$45K ﹤0.01%
1,150
+250
1197
$45K ﹤0.01%
1,260
1198
$45K ﹤0.01%
131
1199
$45K ﹤0.01%
774
1200
$44K ﹤0.01%
1,025
46 47
48
49 50