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
676
$166K 0.01%
3,525
677
$165K 0.01%
+8,960
678
$164K 0.01%
+3,199
679
$164K 0.01%
+3,377
680
$163K 0.01%
+4,921
681
$163K 0.01%
+7,871
682
$161K 0.01%
+1,973
683
$161K 0.01%
1,944
684
$159K 0.01%
1,281
+881
685
$158K 0.01%
+243
686
$158K 0.01%
9,623
+9,531
687
$158K 0.01%
+2,727
688
$157K 0.01%
+2,673
689
$157K 0.01%
4,355
-250
690
$156K 0.01%
31,634
-220,655
691
$156K 0.01%
1,498
-241
692
$156K 0.01%
+2,244
693
$155K 0.01%
+2,386
694
$155K 0.01%
3,740
695
$154K 0.01%
+3,745
696
$154K 0.01%
10,250
697
$153K 0.01%
+3,017
698
$153K 0.01%
1,756
699
$153K 0.01%
+932
700
$152K 0.01%
+2,660
26 27
28
29 30