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
951
$86K 0.01%
+6,161
952
$85K 0.01%
+647
953
$85K 0.01%
+1,434
954
$85K 0.01%
+1,503
955
$85K 0.01%
+4,014
956
$85K 0.01%
+2,064
957
$84K 0.01%
+919
958
$83K 0.01%
+6,464
959
$83K 0.01%
+9,849
960
$83K 0.01%
+3,159
961
$83K 0.01%
+1,822
962
$83K 0.01%
+5,873
963
$82K 0.01%
+1,503
964
$82K 0.01%
1,610
965
$82K 0.01%
+3,590
966
$82K 0.01%
+1,776
967
$82K 0.01%
+2,047
968
$82K 0.01%
+3,206
969
$82K 0.01%
+4,789
970
$81K 0.01%
+1,958
971
$81K 0.01%
+2,538
972
$81K 0.01%
+2,014
973
$81K 0.01%
+2,392
974
$81K 0.01%
+2,837
975
$81K 0.01%
+1,496
37 38
39
40 41