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
1001
$76K 0.01%
+1,434
1002
$76K 0.01%
+2,743
1003
$75K 0.01%
+990
1004
$75K 0.01%
+2,734
1005
$75K 0.01%
+2,014
1006
$75K 0.01%
+3,225
1007
$74K 0.01%
+1,509
1008
$74K 0.01%
+1,508
1009
$74K 0.01%
+1,049
1010
$73K 0.01%
+1,430
1011
$73K 0.01%
+1,280
1012
$73K 0.01%
+7,120
1013
$73K 0.01%
+2,095
1014
$73K 0.01%
+1,036
1015
$73K 0.01%
+11,444
1016
$73K 0.01%
+1,572
1017
$72K 0.01%
+2,220
1018
$72K 0.01%
+4,132
1019
$72K 0.01%
+1,688
1020
$72K 0.01%
+1,389
1021
$72K 0.01%
+3,087
1022
$72K 0.01%
+1,272
1023
$72K 0.01%
+1,338
1024
$72K 0.01%
+2,510
1025
$71K 0.01%
+2,775
39 40
41
42 43