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
1201
$44K ﹤0.01%
780
-36
1202
$44K ﹤0.01%
1,324
1203
$44K ﹤0.01%
2,550
1204
$44K ﹤0.01%
870
1205
$44K ﹤0.01%
6,823
1206
$44K ﹤0.01%
414
+126
1207
$44K ﹤0.01%
3,645
1208
$43K ﹤0.01%
1,732
1209
$43K ﹤0.01%
791
1210
$43K ﹤0.01%
2,532
1211
$43K ﹤0.01%
3,228
1212
$43K ﹤0.01%
2,123
+58
1213
$43K ﹤0.01%
+228
1214
$43K ﹤0.01%
7,548
1215
$43K ﹤0.01%
2,512
1216
$43K ﹤0.01%
1,803
1217
$42K ﹤0.01%
577
1218
$42K ﹤0.01%
949
1219
$42K ﹤0.01%
2,200
1220
$42K ﹤0.01%
1,722
1221
$42K ﹤0.01%
2,169
1222
$42K ﹤0.01%
1,306
1223
$42K ﹤0.01%
2,703
1224
$42K ﹤0.01%
672
1225
$41K ﹤0.01%
1,042
47 48
49
50 51