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
1501
$26K ﹤0.01%
1,260
-220
1502
$26K ﹤0.01%
1,344
-384
1503
$26K ﹤0.01%
539
-150
1504
$26K ﹤0.01%
567
-194
1505
$25K ﹤0.01%
1,582
-350
1506
$25K ﹤0.01%
543
-141
1507
$25K ﹤0.01%
500
1508
$25K ﹤0.01%
1,179
-270
1509
$25K ﹤0.01%
829
-2,153
1510
$25K ﹤0.01%
2,002
-655
1511
$25K ﹤0.01%
2,461
+311
1512
$25K ﹤0.01%
736
-1,841
1513
$25K ﹤0.01%
707
-208
1514
$24K ﹤0.01%
960
1515
$24K ﹤0.01%
462
1516
$24K ﹤0.01%
1,981
-396
1517
$24K ﹤0.01%
513
-136
1518
$24K ﹤0.01%
889
-5,818
1519
$24K ﹤0.01%
11,072
-3,345
1520
$24K ﹤0.01%
870
-184
1521
$24K ﹤0.01%
2,800
1522
$23K ﹤0.01%
996
-5,154
1523
$23K ﹤0.01%
765
1524
$23K ﹤0.01%
1,922
-204
1525
$23K ﹤0.01%
111
-33
59 60
61
62 63