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
1501
$19K ﹤0.01%
688
1502
$19K ﹤0.01%
+1,000
1503
$19K ﹤0.01%
1,198
1504
$19K ﹤0.01%
1,070
1505
$19K ﹤0.01%
1,173
1506
$19K ﹤0.01%
500
1507
$19K ﹤0.01%
3,110
-1,825
1508
$19K ﹤0.01%
581
1509
$19K ﹤0.01%
470
1510
$18K ﹤0.01%
322
1511
$18K ﹤0.01%
223
1512
$18K ﹤0.01%
1,007
1513
$18K ﹤0.01%
808
1514
$18K ﹤0.01%
1,070
1515
$18K ﹤0.01%
836
1516
$18K ﹤0.01%
776
1517
$18K ﹤0.01%
828
1518
$18K ﹤0.01%
892
1519
$18K ﹤0.01%
355
1520
$18K ﹤0.01%
1,609
1521
$18K ﹤0.01%
+1,110
1522
$18K ﹤0.01%
379
1523
$18K ﹤0.01%
1,088
1524
$18K ﹤0.01%
904
+95
1525
$18K ﹤0.01%
1,497
59 60
61
62 63