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
1051
$66K ﹤0.01%
+3,385
1052
$66K ﹤0.01%
+1,632
1053
$66K ﹤0.01%
+722
1054
$66K ﹤0.01%
+2,677
1055
$66K ﹤0.01%
+1,066
1056
$66K ﹤0.01%
+1,205
1057
$66K ﹤0.01%
+3,791
1058
$66K ﹤0.01%
+1,514
1059
$65K ﹤0.01%
+1,108
1060
$65K ﹤0.01%
+2,120
1061
$65K ﹤0.01%
+2,356
1062
$65K ﹤0.01%
+1,173
1063
$65K ﹤0.01%
+1,726
1064
$64K ﹤0.01%
+2,209
1065
$64K ﹤0.01%
+1,178
1066
$64K ﹤0.01%
233
-133
1067
$64K ﹤0.01%
+3,714
1068
$64K ﹤0.01%
+1,516
1069
$64K ﹤0.01%
+3,162
1070
$64K ﹤0.01%
+1,186
1071
$64K ﹤0.01%
+1,448
1072
$63K ﹤0.01%
+1,440
1073
$63K ﹤0.01%
+785
1074
$63K ﹤0.01%
+1,639
1075
$63K ﹤0.01%
+692
41 42
43
44 45