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
1701
$7K ﹤0.01%
+169
1702
$7K ﹤0.01%
68
1703
$7K ﹤0.01%
1,995
1704
$7K ﹤0.01%
200
1705
$7K ﹤0.01%
237
1706
$7K ﹤0.01%
200
1707
$7K ﹤0.01%
270
1708
$7K ﹤0.01%
2,099
1709
$7K ﹤0.01%
158
1710
$7K ﹤0.01%
250
1711
$7K ﹤0.01%
326
1712
$7K ﹤0.01%
+119
1713
$7K ﹤0.01%
+160
1714
$7K ﹤0.01%
100
1715
$7K ﹤0.01%
727
1716
$7K ﹤0.01%
966
1717
$7K ﹤0.01%
402
1718
$7K ﹤0.01%
1,681
1719
$7K ﹤0.01%
420
1720
$7K ﹤0.01%
80
1721
$7K ﹤0.01%
444
1722
$7K ﹤0.01%
1,682
1723
$6K ﹤0.01%
1,377
1724
$6K ﹤0.01%
2,608
1725
$6K ﹤0.01%
351