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
1751
$7K ﹤0.01%
2,035
1752
$7K ﹤0.01%
600
1753
$7K ﹤0.01%
929
-25,032
1754
$7K ﹤0.01%
237
1755
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310
1756
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280
1757
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326
1758
$7K ﹤0.01%
1
1759
$7K ﹤0.01%
100
1760
$7K ﹤0.01%
38
1761
$7K ﹤0.01%
240
1762
$7K ﹤0.01%
1,130
1763
$7K ﹤0.01%
663
1764
$7K ﹤0.01%
2,171
1765
$7K ﹤0.01%
78
1766
$6K ﹤0.01%
120
1767
$6K ﹤0.01%
180
1768
$6K ﹤0.01%
90
1769
$6K ﹤0.01%
148
1770
$6K ﹤0.01%
70
1771
$6K ﹤0.01%
445
1772
$6K ﹤0.01%
110
1773
$6K ﹤0.01%
434
1774
$6K ﹤0.01%
89
1775
$6K ﹤0.01%
500