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
526
$330K 0.02%
7,946
+689
527
$330K 0.02%
13,773
-1,276
528
$329K 0.02%
5,900
+3,120
529
$328K 0.02%
10,614
-674
530
$328K 0.02%
6,260
-417
531
$322K 0.02%
8,241
+3,759
532
$321K 0.02%
4,032
+376
533
$318K 0.02%
2,671
+1,262
534
$317K 0.02%
7,103
-212
535
$315K 0.02%
10,437
+4,028
536
$313K 0.02%
42,089
+16,369
537
$310K 0.02%
13,552
-188
538
$309K 0.02%
4,395
-1,259
539
$309K 0.02%
3,524
540
$309K 0.02%
2,805
-93
541
$308K 0.02%
3,504
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542
$308K 0.02%
15,005
+5,623
543
$308K 0.02%
10,003
+210
544
$307K 0.02%
9,915
+535
545
$305K 0.02%
6,938
+226
546
$305K 0.02%
5,182
-242
547
$305K 0.02%
8,711
+713
548
$302K 0.02%
6,484
+4,095
549
$301K 0.02%
20,624
+2,192
550
$300K 0.02%
6,079
-390
20 21
22
23 24