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
801
$126K 0.01%
+3,706
802
$126K 0.01%
1,374
803
$125K 0.01%
+1,633
804
$125K 0.01%
+10,645
805
$124K 0.01%
+3,219
806
$124K 0.01%
2,340
807
$123K 0.01%
+2,946
808
$123K 0.01%
+3,626
809
$122K 0.01%
+7,800
810
$121K 0.01%
+7,362
811
$121K 0.01%
+810
812
$121K 0.01%
+3,028
813
$121K 0.01%
+5,007
814
$120K 0.01%
+1,141
815
$120K 0.01%
+720
816
$120K 0.01%
+3,660
817
$119K 0.01%
+4,428
818
$119K 0.01%
+7,574
819
$118K 0.01%
+784
820
$118K 0.01%
+2,043
821
$118K 0.01%
+1,846
822
$118K 0.01%
5,650
+5,616
823
$117K 0.01%
+6,367
824
$117K 0.01%
+2,148
825
$117K 0.01%
+1,850
31 32
33
34 35