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
926
$91K 0.01%
+2,278
927
$91K 0.01%
+1,457
928
$90K 0.01%
+3,789
929
$90K 0.01%
+1,284
930
$90K 0.01%
+1,983
931
$89K 0.01%
+1,088
932
$89K 0.01%
+6,090
933
$89K 0.01%
+4,728
934
$89K 0.01%
+7,009
935
$89K 0.01%
+4,137
936
$89K 0.01%
+2,520
937
$88K 0.01%
2,553
+638
938
$88K 0.01%
+903
939
$88K 0.01%
+6,729
940
$88K 0.01%
+2,412
941
$88K 0.01%
+6,443
942
$87K 0.01%
850
943
$87K 0.01%
+2,563
944
$87K 0.01%
+773
945
$87K 0.01%
13,268
+13,247
946
$87K 0.01%
+1,833
947
$87K 0.01%
+1,609
948
$87K 0.01%
+1,977
949
$86K 0.01%
+1,517
950
$86K 0.01%
+1,425
36 37
38
39 40