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
1376
$28K ﹤0.01%
2,403
-179
1377
$28K ﹤0.01%
639
1378
$28K ﹤0.01%
741
1379
$28K ﹤0.01%
288
1380
$28K ﹤0.01%
1,352
1381
$28K ﹤0.01%
321
1382
$28K ﹤0.01%
237
1383
$28K ﹤0.01%
1,297
1384
$27K ﹤0.01%
2,371
1385
$27K ﹤0.01%
600
-44
1386
$27K ﹤0.01%
2,657
1387
$27K ﹤0.01%
750
1388
$27K ﹤0.01%
704
1389
$27K ﹤0.01%
535
1390
$27K ﹤0.01%
715
1391
$27K ﹤0.01%
112
1392
$27K ﹤0.01%
734
1393
$27K ﹤0.01%
3,182
+279
1394
$27K ﹤0.01%
3,057
1395
$27K ﹤0.01%
2,365
1396
$27K ﹤0.01%
342
1397
$26K ﹤0.01%
644
1398
$26K ﹤0.01%
2,865
1399
$26K ﹤0.01%
838
1400
$26K ﹤0.01%
1,089
54 55
56
57 58