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
1651
$10K ﹤0.01%
500
1652
$10K ﹤0.01%
360
1653
$10K ﹤0.01%
763
1654
$10K ﹤0.01%
357
1655
$10K ﹤0.01%
300
1656
$10K ﹤0.01%
+81
1657
$10K ﹤0.01%
3,252
1658
$10K ﹤0.01%
1,720
1659
$10K ﹤0.01%
47
1660
$10K ﹤0.01%
1,218
1661
$10K ﹤0.01%
1,470
1662
$10K ﹤0.01%
1,093
1663
$10K ﹤0.01%
1,605
1664
$10K ﹤0.01%
1,214
1665
$10K ﹤0.01%
269
1666
$9K ﹤0.01%
550
1667
$9K ﹤0.01%
856
1668
$9K ﹤0.01%
+145
1669
$9K ﹤0.01%
220
1670
$9K ﹤0.01%
280
1671
$9K ﹤0.01%
+13
1672
$9K ﹤0.01%
+700
1673
$9K ﹤0.01%
38
1674
$9K ﹤0.01%
918
1675
$9K ﹤0.01%
1,400
65 66
67
68 69