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
1326
$47K ﹤0.01%
1,954
-562
1327
$47K ﹤0.01%
398
-37
1328
$47K ﹤0.01%
2,786
-3,594
1329
$46K ﹤0.01%
1,340
1330
$46K ﹤0.01%
1,381
-236
1331
$46K ﹤0.01%
779
-137
1332
$45K ﹤0.01%
1,132
-323
1333
$45K ﹤0.01%
741
-1,398
1334
$45K ﹤0.01%
2,926
-7,733
1335
$45K ﹤0.01%
6,200
1336
$45K ﹤0.01%
2,947
-554
1337
$45K ﹤0.01%
660
1338
$45K ﹤0.01%
1,652
-309
1339
$45K ﹤0.01%
1,504
-301
1340
$45K ﹤0.01%
571
-103
1341
$44K ﹤0.01%
390
1342
$44K ﹤0.01%
2,072
-408
1343
$44K ﹤0.01%
830
-239
1344
$44K ﹤0.01%
1,000
1345
$44K ﹤0.01%
1,420
-281
1346
$44K ﹤0.01%
554
-51
1347
$44K ﹤0.01%
1,542
-307
1348
$44K ﹤0.01%
790
1349
$43K ﹤0.01%
840
-1,713
1350
$43K ﹤0.01%
1,067
-72
52 53
54
55 56