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
$1.35B
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,878
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.26M
3
+$1.23M
4
PNC icon
PNC Financial Services
PNC
+$1.17M
5
META icon
Meta Platforms (Facebook)
META
+$1.11M

Top Sells

1
+$4.82M
2
+$1.48M
3
+$1.46M
4
ACN icon
Accenture
ACN
+$1.2M
5
AMT icon
American Tower
AMT
+$1.19M

Sector Composition

1 Healthcare 17.43%
2 Financials 15.69%
3 Technology 12.15%
4 Industrials 10.21%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$997K 0.07%
6,285
-7
227
$994K 0.07%
22,055
+2,638
228
$976K 0.07%
10,205
+473
229
$973K 0.07%
10,459
+462
230
$953K 0.07%
15,223
+1,111
231
$950K 0.07%
14,668
-2,035
232
$920K 0.07%
18,731
+1,357
233
$919K 0.07%
7,004
+839
234
$916K 0.07%
5,068
+190
235
$910K 0.07%
40,627
+2,347
236
$908K 0.07%
789
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237
$893K 0.07%
30,387
+2,871
238
$882K 0.07%
16,857
+1,087
239
$881K 0.07%
26,993
+297
240
$878K 0.07%
7,811
241
$878K 0.07%
19,535
+5,653
242
$874K 0.06%
12,552
+199
243
$873K 0.06%
9,353
-12,795
244
$871K 0.06%
1,707
-156
245
$870K 0.06%
11,142
+54
246
$843K 0.06%
9,652
+326
247
$840K 0.06%
13,619
+1,198
248
$835K 0.06%
24,531
+386
249
$823K 0.06%
9,670
+634
250
$817K 0.06%
25,376
-34,577
8 9
10
11 12