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
1451
$30K ﹤0.01%
824
1452
$30K ﹤0.01%
1,352
-219
1453
$30K ﹤0.01%
449
-97
1454
$30K ﹤0.01%
1,060
-331
1455
$30K ﹤0.01%
1,031
-3,930
1456
$30K ﹤0.01%
1,784
-324
1457
$30K ﹤0.01%
9,379
-1,961
1458
$30K ﹤0.01%
600
1459
$30K ﹤0.01%
622
-186
1460
$29K ﹤0.01%
946
-2,366
1461
$29K ﹤0.01%
821
-132
1462
$29K ﹤0.01%
831
-5
1463
$29K ﹤0.01%
760
-192
1464
$29K ﹤0.01%
512
-180
1465
$29K ﹤0.01%
320
-48
1466
$29K ﹤0.01%
104
-23
1467
$29K ﹤0.01%
596
-131
1468
$29K ﹤0.01%
1,070
1469
$29K ﹤0.01%
1,777
-2,503
1470
$29K ﹤0.01%
1,462
-378
1471
$29K ﹤0.01%
2,406
-6,108
1472
$28K ﹤0.01%
1,211
-179
1473
$28K ﹤0.01%
1,022
-3,228
1474
$28K ﹤0.01%
551
-2,107
1475
$28K ﹤0.01%
4,874
-1,331
57 58
59
60 61