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
1426
$24K ﹤0.01%
1,484
+119
1427
$24K ﹤0.01%
1,344
-109
1428
$24K ﹤0.01%
1,506
1429
$24K ﹤0.01%
1,146
1430
$24K ﹤0.01%
427
1431
$24K ﹤0.01%
2,796
1432
$24K ﹤0.01%
52
1433
$24K ﹤0.01%
1,487
1434
$24K ﹤0.01%
565
1435
$24K ﹤0.01%
791
1436
$24K ﹤0.01%
1,253
1437
$24K ﹤0.01%
+435
1438
$24K ﹤0.01%
1,661
1439
$23K ﹤0.01%
504
1440
$23K ﹤0.01%
498
+50
1441
$23K ﹤0.01%
1,000
1442
$23K ﹤0.01%
1,776
1443
$23K ﹤0.01%
401
1444
$23K ﹤0.01%
1,006
1445
$23K ﹤0.01%
11,444
1446
$23K ﹤0.01%
655
+58
1447
$23K ﹤0.01%
636
1448
$23K ﹤0.01%
999
1449
$22K ﹤0.01%
552
-7
1450
$22K ﹤0.01%
984
+90
56 57
58
59 60