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 15.52%
3 Healthcare 12.42%
4 Industrials 10.61%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$15K ﹤0.01%
808
-5,796
1627
$15K ﹤0.01%
2,260
-4,018
1628
$14K ﹤0.01%
173
1629
$14K ﹤0.01%
649
-195
1630
$14K ﹤0.01%
1,680
1631
$14K ﹤0.01%
508
-4,195
1632
$14K ﹤0.01%
104
-35
1633
$14K ﹤0.01%
+724
1634
$14K ﹤0.01%
+920
1635
$14K ﹤0.01%
600
1636
$14K ﹤0.01%
3,355
1637
$14K ﹤0.01%
92
1638
$14K ﹤0.01%
716
-233
1639
$14K ﹤0.01%
675
1640
$14K ﹤0.01%
2,272
-20,534
1641
$14K ﹤0.01%
200
1642
$14K ﹤0.01%
760
1643
$14K ﹤0.01%
630
-165
1644
$14K ﹤0.01%
477
-104
1645
$13K ﹤0.01%
500
1646
$13K ﹤0.01%
686
-152
1647
$13K ﹤0.01%
350
1648
$13K ﹤0.01%
523
-117
1649
$13K ﹤0.01%
711
-197
1650
$13K ﹤0.01%
297
64 65
66
67 68