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
1776
$6K ﹤0.01%
852
1777
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525
1778
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293
1779
$5K ﹤0.01%
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1780
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630
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1787
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1790
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1,173
1791
$5K ﹤0.01%
630
1792
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390
1793
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1796
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1797
$4K ﹤0.01%
852
1798
$4K ﹤0.01%
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1799
$4K ﹤0.01%
400
1800
$4K ﹤0.01%
110