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
1651
$13K ﹤0.01%
675
-173
1652
$13K ﹤0.01%
86
-24
1653
$13K ﹤0.01%
+150
1654
$13K ﹤0.01%
64
1655
$13K ﹤0.01%
426
1656
$13K ﹤0.01%
480
-1,440
1657
$13K ﹤0.01%
315
-64
1658
$13K ﹤0.01%
875
1659
$13K ﹤0.01%
480
-140
1660
$13K ﹤0.01%
1,355
1661
$13K ﹤0.01%
90
1662
$12K ﹤0.01%
1,850
1663
$12K ﹤0.01%
461
-130
1664
$12K ﹤0.01%
44
-10
1665
$12K ﹤0.01%
1,487
-9,266
1666
$12K ﹤0.01%
1,311
1667
$12K ﹤0.01%
403
-129
1668
$12K ﹤0.01%
574
+4
1669
$12K ﹤0.01%
1,559
1670
$12K ﹤0.01%
276
-1,533
1671
$12K ﹤0.01%
486
-159
1672
$12K ﹤0.01%
535
-157
1673
$12K ﹤0.01%
655
-191
1674
$12K ﹤0.01%
220
1675
$12K ﹤0.01%
607
-232
65 66
67
68 69