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
1801
$2K ﹤0.01%
310
1802
$2K ﹤0.01%
320
1803
$2K ﹤0.01%
1,200
1804
$2K ﹤0.01%
630
1805
$2K ﹤0.01%
170
1806
$2K ﹤0.01%
140
1807
$2K ﹤0.01%
362
1808
$2K ﹤0.01%
83
1809
$2K ﹤0.01%
72
1810
$2K ﹤0.01%
970
1811
$2K ﹤0.01%
167
1812
$2K ﹤0.01%
40
1813
$2K ﹤0.01%
80
1814
$2K ﹤0.01%
500
1815
$2K ﹤0.01%
230
1816
$2K ﹤0.01%
190
1817
$2K ﹤0.01%
75
1818
$2K ﹤0.01%
70
1819
$2K ﹤0.01%
230
1820
$2K ﹤0.01%
201
1821
$2K ﹤0.01%
30
1822
$2K ﹤0.01%
72
1823
$2K ﹤0.01%
20
1824
$2K ﹤0.01%
250
1825
$2K ﹤0.01%
48
-1
71 72
73
74 75