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
1526
$23K ﹤0.01%
1,263
-2,419
1527
$23K ﹤0.01%
924
-306
1528
$23K ﹤0.01%
149
1529
$23K ﹤0.01%
2,731
1530
$23K ﹤0.01%
887
-9,169
1531
$23K ﹤0.01%
128
-39
1532
$23K ﹤0.01%
2,661
-744
1533
$23K ﹤0.01%
1,118
-311
1534
$22K ﹤0.01%
719
-190
1535
$22K ﹤0.01%
1,331
1536
$22K ﹤0.01%
1,142
-4,237
1537
$22K ﹤0.01%
2,000
1538
$22K ﹤0.01%
10,390
-2,640
1539
$22K ﹤0.01%
2,450
1540
$22K ﹤0.01%
604
1541
$22K ﹤0.01%
190
-24
1542
$22K ﹤0.01%
460
-139
1543
$22K ﹤0.01%
530
+2
1544
$22K ﹤0.01%
743
-142
1545
$22K ﹤0.01%
1,616
-394
1546
$22K ﹤0.01%
395
-91
1547
$21K ﹤0.01%
3,348
1548
$21K ﹤0.01%
1,231
-5,972
1549
$21K ﹤0.01%
364
-111
1550
$21K ﹤0.01%
550
60 61
62
63 64