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
1451
$22K ﹤0.01%
2,655
1452
$22K ﹤0.01%
105
1453
$22K ﹤0.01%
5,010
1454
$22K ﹤0.01%
5,550
1455
$22K ﹤0.01%
+640
1456
$22K ﹤0.01%
368
1457
$22K ﹤0.01%
1,659
1458
$22K ﹤0.01%
375
1459
$22K ﹤0.01%
3,094
1460
$21K ﹤0.01%
520
1461
$21K ﹤0.01%
2,800
1462
$21K ﹤0.01%
522
1463
$21K ﹤0.01%
1,258
1464
$21K ﹤0.01%
874
1465
$21K ﹤0.01%
457
1466
$21K ﹤0.01%
885
1467
$21K ﹤0.01%
1,282
1468
$21K ﹤0.01%
977
1469
$21K ﹤0.01%
1,343
1470
$21K ﹤0.01%
1,042
1471
$21K ﹤0.01%
1,351
1472
$20K ﹤0.01%
586
1473
$20K ﹤0.01%
678
1474
$20K ﹤0.01%
886
1475
$20K ﹤0.01%
1,229
+232
57 58
59
60 61