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
1376
$39K ﹤0.01%
391
-30
1377
$39K ﹤0.01%
1,316
-314
1378
$38K ﹤0.01%
991
-185
1379
$38K ﹤0.01%
969
-253
1380
$38K ﹤0.01%
825
-67
1381
$38K ﹤0.01%
805
-209
1382
$38K ﹤0.01%
850
-248
1383
$38K ﹤0.01%
2,717
-506
1384
$38K ﹤0.01%
1,217
-312
1385
$38K ﹤0.01%
1,206
-278
1386
$38K ﹤0.01%
2,500
1387
$37K ﹤0.01%
883
-264
1388
$37K ﹤0.01%
690
1389
$37K ﹤0.01%
455
-80
1390
$37K ﹤0.01%
368
-69
1391
$37K ﹤0.01%
515
-133
1392
$37K ﹤0.01%
292
1393
$37K ﹤0.01%
971
-228
1394
$37K ﹤0.01%
446
-100
1395
$37K ﹤0.01%
3,227
-1,015
1396
$36K ﹤0.01%
886
1397
$36K ﹤0.01%
440
1398
$36K ﹤0.01%
2,148
-6,876
1399
$36K ﹤0.01%
1,558
-263
1400
$36K ﹤0.01%
2,770
-710
54 55
56
57 58