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
1276
$56K ﹤0.01%
797
-143
1277
$56K ﹤0.01%
928
-174
1278
$56K ﹤0.01%
1,989
+182
1279
$56K ﹤0.01%
228
-1,000
1280
$56K ﹤0.01%
1,854
-326
1281
$55K ﹤0.01%
1,205
-93
1282
$55K ﹤0.01%
513
-53
1283
$55K ﹤0.01%
931
-75
1284
$55K ﹤0.01%
6,339
-973
1285
$55K ﹤0.01%
2,877
-340
1286
$55K ﹤0.01%
3,503
-11,345
1287
$54K ﹤0.01%
2,016
1288
$54K ﹤0.01%
+561
1289
$54K ﹤0.01%
770
-96
1290
$54K ﹤0.01%
2,424
-98
1291
$54K ﹤0.01%
2,931
-647
1292
$53K ﹤0.01%
2,710
-426
1293
$53K ﹤0.01%
2,838
-446
1294
$53K ﹤0.01%
966
-180
1295
$53K ﹤0.01%
+2,000
1296
$53K ﹤0.01%
1,492
-278
1297
$53K ﹤0.01%
1,213
-302
1298
$53K ﹤0.01%
900
1299
$52K ﹤0.01%
2,801
-474
1300
$52K ﹤0.01%
1,081
-2,564
50 51
52
53 54