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
1326
$32K ﹤0.01%
2,812
1327
$32K ﹤0.01%
878
1328
$32K ﹤0.01%
+1,802
1329
$32K ﹤0.01%
1,273
1330
$32K ﹤0.01%
623
1331
$32K ﹤0.01%
1,458
+100
1332
$32K ﹤0.01%
1,714
1333
$32K ﹤0.01%
385
1334
$32K ﹤0.01%
2,980
1335
$32K ﹤0.01%
506
1336
$31K ﹤0.01%
2,994
1337
$31K ﹤0.01%
1,664
1338
$31K ﹤0.01%
493
1339
$31K ﹤0.01%
1,319
1340
$31K ﹤0.01%
1,775
1341
$31K ﹤0.01%
728
1342
$31K ﹤0.01%
+2,893
1343
$30K ﹤0.01%
1,141
1344
$30K ﹤0.01%
652
1345
$30K ﹤0.01%
+2,016
1346
$30K ﹤0.01%
3,169
+562
1347
$30K ﹤0.01%
1,232
-84
1348
$30K ﹤0.01%
6,474
1349
$30K ﹤0.01%
610
-35
1350
$30K ﹤0.01%
660
52 53
54
55 56