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
1351
$30K ﹤0.01%
2,672
1352
$30K ﹤0.01%
882
1353
$30K ﹤0.01%
1,009
1354
$30K ﹤0.01%
913
1355
$29K ﹤0.01%
+850
1356
$29K ﹤0.01%
1,695
1357
$29K ﹤0.01%
942
1358
$29K ﹤0.01%
3,385
1359
$29K ﹤0.01%
1,058
1360
$29K ﹤0.01%
+885
1361
$29K ﹤0.01%
403
1362
$29K ﹤0.01%
419
1363
$29K ﹤0.01%
475
1364
$29K ﹤0.01%
915
-56
1365
$29K ﹤0.01%
11,930
1366
$29K ﹤0.01%
292
1367
$29K ﹤0.01%
1,423
1368
$29K ﹤0.01%
1,109
1369
$29K ﹤0.01%
1,073
1370
$29K ﹤0.01%
940
1371
$29K ﹤0.01%
1,577
1372
$29K ﹤0.01%
577
1373
$29K ﹤0.01%
748
-52
1374
$28K ﹤0.01%
968
1375
$28K ﹤0.01%
1,230
53 54
55
56 57