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
376
$494K 0.04%
17,635
+1,594
377
$493K 0.04%
3,095
-121
378
$491K 0.04%
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-57
379
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$489K 0.04%
16,167
+10,137
381
$489K 0.04%
12,311
+7,181
382
$488K 0.04%
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383
$488K 0.04%
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+1,903
384
$483K 0.04%
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-43,814
385
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5,428
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7,445
388
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4,122
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389
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6,398
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390
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4,211
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$474K 0.04%
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393
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18,290
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394
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41,422
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395
$468K 0.03%
4,494
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396
$467K 0.03%
4,051
+596
397
$464K 0.03%
+2,714
398
$463K 0.03%
10,655
+305
399
$463K 0.03%
9,437
+3,573
400
$462K 0.03%
13,880
14 15
16
17 18