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
1251
$38K ﹤0.01%
1,796
1252
$38K ﹤0.01%
2,336
1253
$38K ﹤0.01%
3,062
1254
$38K ﹤0.01%
2,883
1255
$38K ﹤0.01%
1,093
1256
$38K ﹤0.01%
638
1257
$38K ﹤0.01%
700
1258
$38K ﹤0.01%
1,770
1259
$38K ﹤0.01%
818
1260
$38K ﹤0.01%
4,716
1261
$38K ﹤0.01%
919
1262
$38K ﹤0.01%
1,272
1263
$38K ﹤0.01%
3,162
1264
$38K ﹤0.01%
464
+25
1265
$38K ﹤0.01%
1,086
1266
$38K ﹤0.01%
1,438
1267
$37K ﹤0.01%
1,294
1268
$37K ﹤0.01%
1,839
1269
$37K ﹤0.01%
1,417
1270
$37K ﹤0.01%
1,883
1271
$37K ﹤0.01%
1,326
1272
$37K ﹤0.01%
827
+28
1273
$36K ﹤0.01%
973
1274
$36K ﹤0.01%
1,333
1275
$36K ﹤0.01%
1,967
49 50
51
52 53