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
1426
$33K ﹤0.01%
2,261
-619
1427
$33K ﹤0.01%
957
-315
1428
$33K ﹤0.01%
438
-87
1429
$33K ﹤0.01%
4,894
-12,141
1430
$33K ﹤0.01%
314
-100
1431
$32K ﹤0.01%
553
-1,198
1432
$32K ﹤0.01%
2,973
-894
1433
$32K ﹤0.01%
794
-220
1434
$32K ﹤0.01%
633
-2,614
1435
$32K ﹤0.01%
1,477
-412
1436
$32K ﹤0.01%
1,446
-334
1437
$32K ﹤0.01%
1,482
-293
1438
$31K ﹤0.01%
244
-41
1439
$31K ﹤0.01%
382
1440
$31K ﹤0.01%
639
1441
$31K ﹤0.01%
954
-3,318
1442
$31K ﹤0.01%
383
-636
1443
$31K ﹤0.01%
424
-890
1444
$31K ﹤0.01%
12
-3
1445
$31K ﹤0.01%
6,852
-2,068
1446
$31K ﹤0.01%
1,275
-252
1447
$31K ﹤0.01%
821
-248
1448
$31K ﹤0.01%
790
1449
$30K ﹤0.01%
1,776
1450
$30K ﹤0.01%
1,123
-4,718
56 57
58
59 60