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
1551
$21K ﹤0.01%
742
-265
1552
$21K ﹤0.01%
230
1553
$21K ﹤0.01%
530
1554
$21K ﹤0.01%
712
-205
1555
$21K ﹤0.01%
1,108
-377
1556
$21K ﹤0.01%
2,029
1557
$21K ﹤0.01%
463
-137
1558
$21K ﹤0.01%
453
-138
1559
$21K ﹤0.01%
1,716
-383
1560
$21K ﹤0.01%
229
-63
1561
$21K ﹤0.01%
452
-125
1562
$20K ﹤0.01%
325
-69
1563
$20K ﹤0.01%
777
-2,619
1564
$20K ﹤0.01%
1,018
1565
$20K ﹤0.01%
694
-189
1566
$20K ﹤0.01%
962
-6,819
1567
$20K ﹤0.01%
882
-170
1568
$20K ﹤0.01%
5,550
1569
$20K ﹤0.01%
565
-2,779
1570
$20K ﹤0.01%
1,295
-357
1571
$20K ﹤0.01%
1,858
-573
1572
$20K ﹤0.01%
1,530
1573
$20K ﹤0.01%
1,323
-305
1574
$20K ﹤0.01%
1,171
-409
1575
$20K ﹤0.01%
1,440
-367
61 62
63
64 65