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
726
$143K 0.01%
+3,175
727
$143K 0.01%
+4,187
728
$142K 0.01%
18,745
-11,260
729
$142K 0.01%
+1,641
730
$142K 0.01%
2,077
+816
731
$142K 0.01%
+1,094
732
$142K 0.01%
+1,669
733
$142K 0.01%
8,039
-55,920
734
$142K 0.01%
+1,566
735
$141K 0.01%
+2,140
736
$141K 0.01%
+3,281
737
$141K 0.01%
3,629
738
$141K 0.01%
1,650
739
$141K 0.01%
+2,322
740
$140K 0.01%
+1,779
741
$140K 0.01%
+3,483
742
$140K 0.01%
1,829
+1,814
743
$140K 0.01%
+4,906
744
$139K 0.01%
+5,660
745
$139K 0.01%
9,006
-6,392
746
$139K 0.01%
+1,174
747
$139K 0.01%
3,843
-2,060
748
$138K 0.01%
+3,655
749
$138K 0.01%
2,759
750
$138K 0.01%
+1,883
28 29
30
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