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
1726
$9K ﹤0.01%
200
1727
$9K ﹤0.01%
546
-188
1728
$9K ﹤0.01%
270
1729
$9K ﹤0.01%
735
1730
$9K ﹤0.01%
727
1731
$9K ﹤0.01%
2,060
1732
$9K ﹤0.01%
140
1733
$9K ﹤0.01%
420
1734
$9K ﹤0.01%
80
1735
$8K ﹤0.01%
830
1736
$8K ﹤0.01%
90
1737
$8K ﹤0.01%
1,600
1738
$8K ﹤0.01%
400
1739
$8K ﹤0.01%
500
1740
$8K ﹤0.01%
790
1741
$8K ﹤0.01%
1,820
-650
1742
$8K ﹤0.01%
525
1743
$8K ﹤0.01%
225
1744
$8K ﹤0.01%
240
1745
$8K ﹤0.01%
158
1746
$8K ﹤0.01%
106
1747
$8K ﹤0.01%
397
1748
$8K ﹤0.01%
104
1749
$7K ﹤0.01%
1,332
1750
$7K ﹤0.01%
490