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
626
$201K 0.01%
+2,296
627
$201K 0.01%
+1,787
628
$200K 0.01%
1,464
-497
629
$200K 0.01%
+2,543
630
$200K 0.01%
+2,109
631
$200K 0.01%
11,160
632
$200K 0.01%
1,280
-272
633
$199K 0.01%
2,664
634
$198K 0.01%
+6,743
635
$198K 0.01%
+2,414
636
$195K 0.01%
6,059
+564
637
$193K 0.01%
+8,327
638
$192K 0.01%
7,926
639
$192K 0.01%
+1,553
640
$191K 0.01%
+23,110
641
$190K 0.01%
+6,045
642
$190K 0.01%
+1,754
643
$189K 0.01%
22,141
644
$189K 0.01%
+2,815
645
$189K 0.01%
5,074
646
$189K 0.01%
10,531
647
$188K 0.01%
7,598
+1,598
648
$188K 0.01%
+5,462
649
$187K 0.01%
+9,504
650
$187K 0.01%
+2,923
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