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
1401
$26K ﹤0.01%
899
1402
$26K ﹤0.01%
1,617
1403
$26K ﹤0.01%
760
1404
$26K ﹤0.01%
1,430
1405
$25K ﹤0.01%
440
1406
$25K ﹤0.01%
516
1407
$25K ﹤0.01%
883
1408
$25K ﹤0.01%
1,103
1409
$25K ﹤0.01%
790
1410
$25K ﹤0.01%
1,860
1411
$25K ﹤0.01%
981
1412
$25K ﹤0.01%
1,112
1413
$25K ﹤0.01%
3,270
1414
$25K ﹤0.01%
+465
1415
$25K ﹤0.01%
870
1416
$25K ﹤0.01%
684
+47
1417
$25K ﹤0.01%
121
1418
$25K ﹤0.01%
1,996
1419
$25K ﹤0.01%
942
1420
$25K ﹤0.01%
843
1421
$25K ﹤0.01%
1,077
1422
$24K ﹤0.01%
2,256
1423
$24K ﹤0.01%
1,990
1424
$24K ﹤0.01%
815
1425
$24K ﹤0.01%
996
55 56
57
58 59