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
1301
$52K ﹤0.01%
2,050
1302
$52K ﹤0.01%
460
1303
$52K ﹤0.01%
9,207
-2,083
1304
$52K ﹤0.01%
1,073
-223
1305
$51K ﹤0.01%
721
-186
1306
$51K ﹤0.01%
1,180
1307
$51K ﹤0.01%
869
-218
1308
$50K ﹤0.01%
1,141
-135
1309
$50K ﹤0.01%
1,009
-2,579
1310
$49K ﹤0.01%
937
-101
1311
$49K ﹤0.01%
823
-206
1312
$49K ﹤0.01%
2,325
-260
1313
$49K ﹤0.01%
622
-50
1314
$49K ﹤0.01%
1,147
-381
1315
$48K ﹤0.01%
1,546
-522
1316
$48K ﹤0.01%
1,763
-315
1317
$48K ﹤0.01%
1,000
1318
$48K ﹤0.01%
1,380
-351
1319
$48K ﹤0.01%
1,813
-171
1320
$48K ﹤0.01%
2,447
-430
1321
$48K ﹤0.01%
1,304
-328
1322
$48K ﹤0.01%
2,865
-654
1323
$47K ﹤0.01%
1,227
-1,758
1324
$47K ﹤0.01%
1,860
-320
1325
$47K ﹤0.01%
1,270
-222
51 52
53
54 55