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
1176
$85K ﹤0.01%
1,909
-279
1177
$85K ﹤0.01%
5,957
-2,890
1178
$85K ﹤0.01%
1,602
-168
1179
$84K ﹤0.01%
5,734
-1,133
1180
$83K ﹤0.01%
2,489
+1,747
1181
$83K ﹤0.01%
2,511
-399
1182
$83K ﹤0.01%
2,615
1183
$82K ﹤0.01%
720
-129
1184
$82K ﹤0.01%
8,520
-20,365
1185
$81K ﹤0.01%
1,184
-272
1186
$81K ﹤0.01%
2,013
-216
1187
$80K ﹤0.01%
2,877
-637
1188
$80K ﹤0.01%
7,242
-1,047
1189
$80K ﹤0.01%
1,491
-212
1190
$80K ﹤0.01%
233
1191
$80K ﹤0.01%
1,270
+6
1192
$80K ﹤0.01%
2,609
-382
1193
$80K ﹤0.01%
4,865
-1,042
1194
$78K ﹤0.01%
1,944
+1,467
1195
$78K ﹤0.01%
471
-56
1196
$78K ﹤0.01%
+2,216
1197
$78K ﹤0.01%
4,148
-839
1198
$77K ﹤0.01%
1,425
-200
1199
$77K ﹤0.01%
2,354
-355
1200
$77K ﹤0.01%
2,240
+875
46 47
48
49 50