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
1826
$2K ﹤0.01%
85
1827
$2K ﹤0.01%
55
1828
$1K ﹤0.01%
60
1829
$1K ﹤0.01%
20
1830
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180
1831
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1832
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1833
$1K ﹤0.01%
40
1834
$1K ﹤0.01%
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1835
$1K ﹤0.01%
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1836
$1K ﹤0.01%
334
1837
$1K ﹤0.01%
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1838
$1K ﹤0.01%
25
1839
$1K ﹤0.01%
40
1840
$1K ﹤0.01%
685
1841
$1K ﹤0.01%
120
1842
$1K ﹤0.01%
62
1843
$1K ﹤0.01%
350
1844
$1K ﹤0.01%
529
1845
$1K ﹤0.01%
550
1846
$1K ﹤0.01%
10
1847
$1K ﹤0.01%
92
1848
$1K ﹤0.01%
51
1849
$1K ﹤0.01%
280
1850
$1K ﹤0.01%
80
72 73
74
75 76