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
1251
$63K ﹤0.01%
1,380
-1,601
1252
$63K ﹤0.01%
3,532
-618
1253
$63K ﹤0.01%
1,710
-308
1254
$63K ﹤0.01%
6,641
-1,401
1255
$63K ﹤0.01%
1,318
-229
1256
$63K ﹤0.01%
29,086
-6,809
1257
$62K ﹤0.01%
1,064
-188
1258
$60K ﹤0.01%
386
-54
1259
$59K ﹤0.01%
2,088
-3,658
1260
$59K ﹤0.01%
482
-89
1261
$59K ﹤0.01%
391
-539
1262
$59K ﹤0.01%
2,286
-462
1263
$59K ﹤0.01%
2,145
-463
1264
$58K ﹤0.01%
+325
1265
$58K ﹤0.01%
2,838
-6,468
1266
$58K ﹤0.01%
2,164
1267
$58K ﹤0.01%
6,762
-700
1268
$58K ﹤0.01%
2,567
-594
1269
$57K ﹤0.01%
700
1270
$57K ﹤0.01%
1,260
1271
$57K ﹤0.01%
7,407
-1,330
1272
$57K ﹤0.01%
+434
1273
$57K ﹤0.01%
2,233
-339
1274
$57K ﹤0.01%
993
-251
1275
$56K ﹤0.01%
916
-1,651
49 50
51
52 53