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
1576
$20K ﹤0.01%
2,121
-594
1577
$19K ﹤0.01%
380
1578
$19K ﹤0.01%
403
-1,137
1579
$19K ﹤0.01%
1,536
+906
1580
$19K ﹤0.01%
2,213
-593
1581
$19K ﹤0.01%
973
-265
1582
$19K ﹤0.01%
525
-80
1583
$19K ﹤0.01%
817
-179
1584
$19K ﹤0.01%
600
1585
$19K ﹤0.01%
1,082
1586
$19K ﹤0.01%
580
1587
$19K ﹤0.01%
582
-118
1588
$19K ﹤0.01%
5,010
1589
$18K ﹤0.01%
1,031
+9
1590
$18K ﹤0.01%
1,135
1591
$18K ﹤0.01%
700
1592
$18K ﹤0.01%
927
-209
1593
$18K ﹤0.01%
740
1594
$17K ﹤0.01%
1,070
1595
$17K ﹤0.01%
700
1596
$17K ﹤0.01%
+1,983
1597
$17K ﹤0.01%
340
1598
$17K ﹤0.01%
1,035
-241
1599
$17K ﹤0.01%
994
-269
1600
$17K ﹤0.01%
1,042
-240
62 63
64
65 66