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
1676
$12K ﹤0.01%
876
-246
1677
$12K ﹤0.01%
1,050
+375
1678
$12K ﹤0.01%
280
1679
$12K ﹤0.01%
795
1680
$12K ﹤0.01%
1,229
-3,775
1681
$12K ﹤0.01%
682
1682
$12K ﹤0.01%
248
-69
1683
$12K ﹤0.01%
870
-320
1684
$12K ﹤0.01%
597
-246
1685
$12K ﹤0.01%
522
1686
$11K ﹤0.01%
14
1687
$11K ﹤0.01%
699
-262
1688
$11K ﹤0.01%
763
1689
$11K ﹤0.01%
200
1690
$11K ﹤0.01%
638
1691
$11K ﹤0.01%
1,100
1692
$11K ﹤0.01%
180
1693
$11K ﹤0.01%
1,167
-333
1694
$11K ﹤0.01%
779
-188
1695
$11K ﹤0.01%
133
-326
1696
$11K ﹤0.01%
120
1697
$11K ﹤0.01%
522
-4,430
1698
$11K ﹤0.01%
334
-88
1699
$11K ﹤0.01%
861
-209
1700
$11K ﹤0.01%
720
66 67
68
69 70