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
1276
$36K ﹤0.01%
1,266
1277
$36K ﹤0.01%
2,136
+150
1278
$36K ﹤0.01%
460
1279
$36K ﹤0.01%
1,182
+100
1280
$36K ﹤0.01%
428
1281
$36K ﹤0.01%
863
1282
$36K ﹤0.01%
1,421
1283
$36K ﹤0.01%
2,267
1284
$35K ﹤0.01%
1,684
-87
1285
$35K ﹤0.01%
2,890
1286
$35K ﹤0.01%
1,000
1287
$35K ﹤0.01%
448
1288
$35K ﹤0.01%
907
1289
$35K ﹤0.01%
620
1290
$35K ﹤0.01%
559
1291
$35K ﹤0.01%
801
1292
$35K ﹤0.01%
1,125
+76
1293
$35K ﹤0.01%
1,939
1294
$35K ﹤0.01%
1,450
1295
$34K ﹤0.01%
913
+52
1296
$34K ﹤0.01%
6,347
1297
$34K ﹤0.01%
1,529
-2
1298
$34K ﹤0.01%
3,639
1299
$34K ﹤0.01%
771
1300
$34K ﹤0.01%
1,212
50 51
52
53 54