LIA

LS Investment Advisors Portfolio holdings

AUM $714M
1-Year Est. Return 21.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.53%
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 +$1.36M
3 +$1.2M
4
TWX
Time Warner Inc
TWX
+$1.18M
5
HSY icon
Hershey
HSY
+$1.14M

Top Sells

1 +$7.1M
2 +$3.51M
3 +$1.84M
4
SLB icon
SLB Ltd
SLB
+$1.68M
5
VTRS icon
Viatris
VTRS
+$1.66M

Sector Composition

1 Financials 17.61%
2 Technology 15.49%
3 Healthcare 12.42%
4 Industrials 10.63%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$7K ﹤0.01%
2,035
1752
$7K ﹤0.01%
600
1753
$7K ﹤0.01%
929
-25,032
1754
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237
1755
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1756
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1758
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1759
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1760
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1761
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1762
$7K ﹤0.01%
1,130
1763
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663
1764
$7K ﹤0.01%
2,171
1765
$7K ﹤0.01%
78
1766
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1767
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1768
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1769
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1770
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1771
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1772
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1773
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434
1774
$6K ﹤0.01%
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1775
$6K ﹤0.01%
500