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
1226
$69K ﹤0.01%
550
1227
$69K ﹤0.01%
3,123
1228
$69K ﹤0.01%
1,287
+218
1229
$68K ﹤0.01%
3,743
-900
1230
$68K ﹤0.01%
1,084
1231
$67K ﹤0.01%
1,533
+952
1232
$67K ﹤0.01%
981
-1,325
1233
$67K ﹤0.01%
+1,695
1234
$67K ﹤0.01%
1,681
-226
1235
$66K ﹤0.01%
436
-40
1236
$66K ﹤0.01%
1,939
-260
1237
$65K ﹤0.01%
1,717
-392
1238
$65K ﹤0.01%
2,393
-430
1239
$65K ﹤0.01%
5,797
-1,330
1240
$65K ﹤0.01%
2,268
+60
1241
$65K ﹤0.01%
2,672
-630
1242
$65K ﹤0.01%
859
-151
1243
$65K ﹤0.01%
1,800
1244
$65K ﹤0.01%
849
-200
1245
$65K ﹤0.01%
1,620
-329
1246
$65K ﹤0.01%
1,183
-142
1247
$64K ﹤0.01%
7,425
-1,289
1248
$64K ﹤0.01%
3,194
-565
1249
$64K ﹤0.01%
1,617
-2,547
1250
$64K ﹤0.01%
10,898
48 49
50
51 52