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
401
$462K 0.03%
11,059
-985
402
$460K 0.03%
20,389
-46,807
403
$459K 0.03%
6,572
-68
404
$458K 0.03%
37,850
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405
$458K 0.03%
5,426
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406
$456K 0.03%
+5,321
407
$454K 0.03%
15,891
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408
$453K 0.03%
7,593
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409
$453K 0.03%
7,526
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410
$452K 0.03%
7,939
-17,736
411
$450K 0.03%
42,700
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412
$449K 0.03%
2,056
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413
$449K 0.03%
8,777
-2,055
414
$449K 0.03%
29,300
-2,129
415
$448K 0.03%
5,523
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416
$447K 0.03%
7,035
-1,212
417
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43,125
+6,452
418
$446K 0.03%
9,664
-31
419
$446K 0.03%
6,037
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420
$446K 0.03%
3,786
-345
421
$445K 0.03%
4,905
+32
422
$444K 0.03%
+2,553
423
$442K 0.03%
4,181
-9,821
424
$440K 0.03%
54,050
-970
425
$437K 0.03%
5,860
-194
15 16
17
18 19