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
976
$81K 0.01%
+1,526
977
$81K 0.01%
+6,579
978
$81K 0.01%
17,798
979
$81K 0.01%
+3,530
980
$80K 0.01%
+6,696
981
$80K 0.01%
+5,598
982
$80K 0.01%
+1,500
983
$80K 0.01%
+3,423
984
$80K 0.01%
+2,129
985
$79K 0.01%
+442
986
$79K 0.01%
+3,581
987
$78K 0.01%
+7,480
988
$78K 0.01%
+4,591
989
$78K 0.01%
+672
990
$78K 0.01%
+1,703
991
$78K 0.01%
+336
992
$78K 0.01%
+1,730
993
$77K 0.01%
+2,388
994
$77K 0.01%
+2,063
995
$77K 0.01%
+2,344
996
$77K 0.01%
+1,123
997
$77K 0.01%
+1,388
998
$77K 0.01%
+4,655
999
$77K 0.01%
+1,543
1000
$76K 0.01%
+5,801
38 39
40
41 42