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
1476
$20K ﹤0.01%
2,000
1477
$20K ﹤0.01%
1,142
1478
$20K ﹤0.01%
1,108
1479
$20K ﹤0.01%
2,592
1480
$20K ﹤0.01%
+655
1481
$20K ﹤0.01%
69
-6
1482
$20K ﹤0.01%
690
1483
$20K ﹤0.01%
760
1484
$20K ﹤0.01%
649
1485
$20K ﹤0.01%
2,704
1486
$20K ﹤0.01%
408
1487
$20K ﹤0.01%
1,183
1488
$20K ﹤0.01%
1,191
1489
$20K ﹤0.01%
684
1490
$20K ﹤0.01%
1,164
1491
$20K ﹤0.01%
1,945
1492
$20K ﹤0.01%
1,029
+101
1493
$19K ﹤0.01%
495
1494
$19K ﹤0.01%
2,691
+28
1495
$19K ﹤0.01%
375
1496
$19K ﹤0.01%
281
1497
$19K ﹤0.01%
689
1498
$19K ﹤0.01%
908
1499
$19K ﹤0.01%
839
1500
$19K ﹤0.01%
217
58 59
60
61 62