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
776
$131K 0.01%
+4,245
777
$131K 0.01%
+2,992
778
$131K 0.01%
2,294
779
$130K 0.01%
+3,490
780
$130K 0.01%
+2,118
781
$130K 0.01%
+4,262
782
$130K 0.01%
+3,679
783
$129K 0.01%
+2,018
784
$129K 0.01%
2,376
+763
785
$129K 0.01%
1,247
-1
786
$128K 0.01%
2,215
-54
787
$128K 0.01%
+1,580
788
$128K 0.01%
+7,137
789
$128K 0.01%
+2,716
790
$128K 0.01%
+1,835
791
$128K 0.01%
7,342
+6,742
792
$127K 0.01%
9,670
793
$127K 0.01%
+1,670
794
$127K 0.01%
+5,091
795
$127K 0.01%
+6,560
796
$126K 0.01%
+4,375
797
$126K 0.01%
+1,795
798
$126K 0.01%
+3,805
799
$126K 0.01%
4,962
800
$126K 0.01%
2,395
-138
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