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
1601
$12K ﹤0.01%
275
1602
$12K ﹤0.01%
838
1603
$12K ﹤0.01%
54
1604
$12K ﹤0.01%
1,096
1605
$12K ﹤0.01%
1,263
1606
$12K ﹤0.01%
360
1607
$12K ﹤0.01%
2,970
1608
$12K ﹤0.01%
613
1609
$12K ﹤0.01%
383
1610
$12K ﹤0.01%
778
1611
$12K ﹤0.01%
686
1612
$12K ﹤0.01%
2,450
1613
$12K ﹤0.01%
1,326
1614
$12K ﹤0.01%
848
1615
$12K ﹤0.01%
720
1616
$12K ﹤0.01%
749
1617
$12K ﹤0.01%
530
1618
$12K ﹤0.01%
365
1619
$11K ﹤0.01%
867
1620
$11K ﹤0.01%
591
1621
$11K ﹤0.01%
548
1622
$11K ﹤0.01%
1,311
1623
$11K ﹤0.01%
504
1624
$11K ﹤0.01%
1,000
+170
1625
$11K ﹤0.01%
3,503
63 64
65
66 67