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
1301
$34K ﹤0.01%
1,766
1302
$34K ﹤0.01%
1,443
1303
$34K ﹤0.01%
1,840
1304
$34K ﹤0.01%
730
1305
$34K ﹤0.01%
2,288
1306
$34K ﹤0.01%
1,036
1307
$34K ﹤0.01%
832
1308
$34K ﹤0.01%
600
1309
$34K ﹤0.01%
790
1310
$33K ﹤0.01%
2,100
1311
$33K ﹤0.01%
642
1312
$33K ﹤0.01%
1,899
+125
1313
$33K ﹤0.01%
1,276
1314
$33K ﹤0.01%
307
1315
$33K ﹤0.01%
2,104
1316
$33K ﹤0.01%
1,304
1317
$33K ﹤0.01%
1,761
1318
$33K ﹤0.01%
1,584
1319
$33K ﹤0.01%
500
1320
$33K ﹤0.01%
3,869
1321
$33K ﹤0.01%
+1,960
1322
$33K ﹤0.01%
1,806
1323
$32K ﹤0.01%
1,023
+75
1324
$32K ﹤0.01%
734
1325
$32K ﹤0.01%
1,743
51 52
53
54 55