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
1676
$9K ﹤0.01%
90
1677
$9K ﹤0.01%
522
1678
$8K ﹤0.01%
1,850
1679
$8K ﹤0.01%
1,728
1680
$8K ﹤0.01%
540
1681
$8K ﹤0.01%
90
1682
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200
1683
$8K ﹤0.01%
1,100
1684
$8K ﹤0.01%
197
1685
$8K ﹤0.01%
315
1686
$8K ﹤0.01%
900
1687
$8K ﹤0.01%
+150
1688
$8K ﹤0.01%
+356
1689
$8K ﹤0.01%
225
1690
$8K ﹤0.01%
+51
1691
$8K ﹤0.01%
1,164
1692
$8K ﹤0.01%
688
1693
$8K ﹤0.01%
2,385
1694
$8K ﹤0.01%
420
1695
$8K ﹤0.01%
33
1696
$7K ﹤0.01%
12
1697
$7K ﹤0.01%
+340
1698
$7K ﹤0.01%
+200
1699
$7K ﹤0.01%
500
1700
$7K ﹤0.01%
500
66 67
68
69 70