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
176
$1.97M 0.11%
36,910
+16,014
177
$1.97M 0.11%
26,435
-248
178
$1.97M 0.11%
11,453
+90
179
$1.97M 0.11%
19,438
-250
180
$1.95M 0.11%
21,520
-2,221
181
$1.92M 0.11%
50,224
+9,438
182
$1.92M 0.11%
15,371
-225
183
$1.91M 0.11%
12,904
+6
184
$1.9M 0.11%
10,634
+995
185
$1.89M 0.11%
19,005
-51
186
$1.87M 0.11%
19,242
+812
187
$1.86M 0.11%
29,386
-3,960
188
$1.85M 0.11%
73,082
189
$1.84M 0.11%
10,223
+757
190
$1.84M 0.11%
29,134
+917
191
$1.84M 0.11%
36,350
+355
192
$1.84M 0.11%
12,688
-168
193
$1.81M 0.11%
25,028
+11,393
194
$1.81M 0.11%
15,956
+10,320
195
$1.8M 0.1%
21,345
-154
196
$1.79M 0.1%
37,860
-289
197
$1.78M 0.1%
19,464
+12,464
198
$1.76M 0.1%
19,244
+10,636
199
$1.76M 0.1%
29,784
-921
200
$1.75M 0.1%
42,950
-2,250
6 7
8
9 10