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
1401
$36K ﹤0.01%
422
-2,318
1402
$36K ﹤0.01%
321
1403
$36K ﹤0.01%
2,320
-622
1404
$36K ﹤0.01%
717
-142
1405
$35K ﹤0.01%
750
1406
$35K ﹤0.01%
2,500
1407
$35K ﹤0.01%
1,107
-414
1408
$35K ﹤0.01%
700
-202
1409
$35K ﹤0.01%
1,271
-339
1410
$35K ﹤0.01%
1,450
1411
$35K ﹤0.01%
551
-110
1412
$35K ﹤0.01%
5,364
-14,477
1413
$35K ﹤0.01%
540
1414
$35K ﹤0.01%
2,514
-4,234
1415
$35K ﹤0.01%
1,735
-459
1416
$34K ﹤0.01%
1,926
-530
1417
$34K ﹤0.01%
2,166
-393
1418
$34K ﹤0.01%
1,644
-454
1419
$34K ﹤0.01%
1,860
1420
$34K ﹤0.01%
621
-4,153
1421
$33K ﹤0.01%
533
-165
1422
$33K ﹤0.01%
4,317
-715
1423
$33K ﹤0.01%
520
-86
1424
$33K ﹤0.01%
1,205
-383
1425
$33K ﹤0.01%
3,780
-954
55 56
57
58 59