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
1576
$14K ﹤0.01%
1,470
1577
$14K ﹤0.01%
+580
1578
$14K ﹤0.01%
1,680
1579
$14K ﹤0.01%
581
1580
$14K ﹤0.01%
700
1581
$14K ﹤0.01%
2,010
1582
$14K ﹤0.01%
687
1583
$14K ﹤0.01%
167
1584
$14K ﹤0.01%
767
1585
$14K ﹤0.01%
2,127
1586
$14K ﹤0.01%
481
1587
$14K ﹤0.01%
120
1588
$14K ﹤0.01%
1,400
1589
$14K ﹤0.01%
1,073
1590
$14K ﹤0.01%
+450
1591
$13K ﹤0.01%
1,153
1592
$13K ﹤0.01%
380
1593
$13K ﹤0.01%
1,154
1594
$13K ﹤0.01%
701
1595
$13K ﹤0.01%
1,820
1596
$13K ﹤0.01%
734
1597
$13K ﹤0.01%
614
1598
$13K ﹤0.01%
5,953
1599
$13K ﹤0.01%
824
1600
$13K ﹤0.01%
588
62 63
64
65 66