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
1526
$18K ﹤0.01%
2,123
1527
$18K ﹤0.01%
230
1528
$18K ﹤0.01%
929
1529
$18K ﹤0.01%
572
1530
$18K ﹤0.01%
949
1531
$18K ﹤0.01%
90
1532
$18K ﹤0.01%
3,099
1533
$18K ﹤0.01%
1,025
1534
$17K ﹤0.01%
811
1535
$17K ﹤0.01%
2,220
1536
$17K ﹤0.01%
1,595
1537
$17K ﹤0.01%
710
1538
$17K ﹤0.01%
1,561
1539
$17K ﹤0.01%
580
1540
$17K ﹤0.01%
591
+11
1541
$17K ﹤0.01%
3,189
1542
$17K ﹤0.01%
+1,136
1543
$17K ﹤0.01%
550
1544
$17K ﹤0.01%
996
1545
$17K ﹤0.01%
364
1546
$16K ﹤0.01%
483
1547
$16K ﹤0.01%
1,445
-607
1548
$16K ﹤0.01%
846
1549
$16K ﹤0.01%
990
1550
$16K ﹤0.01%
619
60 61
62
63 64