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
1701
$11K ﹤0.01%
121
-243
1702
$11K ﹤0.01%
1,623
-500
1703
$11K ﹤0.01%
2,608
-15,864
1704
$10K ﹤0.01%
603
1705
$10K ﹤0.01%
1,470
1706
$10K ﹤0.01%
1,720
1707
$10K ﹤0.01%
1,020
1708
$10K ﹤0.01%
521
-186
1709
$10K ﹤0.01%
130
1710
$10K ﹤0.01%
200
1711
$10K ﹤0.01%
718
-342
1712
$10K ﹤0.01%
335
1713
$10K ﹤0.01%
935
-249
1714
$10K ﹤0.01%
402
1715
$10K ﹤0.01%
548
1716
$10K ﹤0.01%
2,008
1717
$9K ﹤0.01%
550
1718
$9K ﹤0.01%
1,325
1719
$9K ﹤0.01%
351
1720
$9K ﹤0.01%
450
1721
$9K ﹤0.01%
324
1722
$9K ﹤0.01%
300
1723
$9K ﹤0.01%
2,198
-772
1724
$9K ﹤0.01%
315
1725
$9K ﹤0.01%
450
67 68
69
70 71