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
1826
$2K ﹤0.01%
190
1827
$2K ﹤0.01%
77
1828
$2K ﹤0.01%
130
1829
$2K ﹤0.01%
190
1830
$2K ﹤0.01%
40
1831
$2K ﹤0.01%
120
1832
$2K ﹤0.01%
70
1833
$2K ﹤0.01%
350
1834
$2K ﹤0.01%
529
1835
$2K ﹤0.01%
550
1836
$2K ﹤0.01%
20
1837
$2K ﹤0.01%
250
1838
$2K ﹤0.01%
48
1839
$2K ﹤0.01%
180
1840
$2K ﹤0.01%
80
1841
$2K ﹤0.01%
150
1842
$2K ﹤0.01%
140
1843
$2K ﹤0.01%
50
1844
$2K ﹤0.01%
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1845
$2K ﹤0.01%
83
1846
$2K ﹤0.01%
120
1847
$2K ﹤0.01%
290
1848
$2K ﹤0.01%
96
1849
$1K ﹤0.01%
29
1850
$1K ﹤0.01%
40
72 73
74
75 76