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
1751
$5K ﹤0.01%
250
1752
$5K ﹤0.01%
852
1753
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130
1754
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1,094
1755
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+150
1756
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240
1757
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585
1758
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2,171
1759
$5K ﹤0.01%
894
1760
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390
1761
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513
1762
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200
1763
$4K ﹤0.01%
320
1764
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110
1765
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490
1766
$4K ﹤0.01%
399
1767
$4K ﹤0.01%
929
1768
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400
1769
$4K ﹤0.01%
280
1770
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57
1771
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675
1772
$4K ﹤0.01%
150
1773
$4K ﹤0.01%
2,060
1774
$4K ﹤0.01%
60
1775
$4K ﹤0.01%
+110