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
1476
$28K ﹤0.01%
161
1477
$28K ﹤0.01%
3,270
1478
$28K ﹤0.01%
658
-184
1479
$27K ﹤0.01%
580
1480
$27K ﹤0.01%
541
-112
1481
$27K ﹤0.01%
637
-178
1482
$27K ﹤0.01%
5,374
-29,495
1483
$27K ﹤0.01%
1,590
-430
1484
$27K ﹤0.01%
790
1485
$27K ﹤0.01%
2,265
-517
1486
$27K ﹤0.01%
+725
1487
$27K ﹤0.01%
303
-100
1488
$27K ﹤0.01%
563
-100
1489
$27K ﹤0.01%
611
-145
1490
$27K ﹤0.01%
866
-152
1491
$27K ﹤0.01%
868
-242
1492
$27K ﹤0.01%
1,101
-331
1493
$27K ﹤0.01%
2,777
-741
1494
$27K ﹤0.01%
292
-83
1495
$26K ﹤0.01%
344
-100
1496
$26K ﹤0.01%
1,317
-3,573
1497
$26K ﹤0.01%
332
-955
1498
$26K ﹤0.01%
1,814
-308
1499
$26K ﹤0.01%
476
-112
1500
$26K ﹤0.01%
1,341
-399
58 59
60
61 62