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
1101
$59K ﹤0.01%
+2,508
1102
$59K ﹤0.01%
+985
1103
$58K ﹤0.01%
+1,751
1104
$58K ﹤0.01%
+5,757
1105
$58K ﹤0.01%
+1,465
1106
$58K ﹤0.01%
+1,378
1107
$58K ﹤0.01%
+1,037
1108
$58K ﹤0.01%
+1,654
1109
$58K ﹤0.01%
+1,366
1110
$58K ﹤0.01%
+4,250
1111
$58K ﹤0.01%
+1,062
1112
$58K ﹤0.01%
1,180
1113
$58K ﹤0.01%
+515
1114
$58K ﹤0.01%
+3,356
1115
$58K ﹤0.01%
+885
1116
$57K ﹤0.01%
+1,761
1117
$56K ﹤0.01%
+1,838
1118
$56K ﹤0.01%
+1,956
1119
$56K ﹤0.01%
+1,726
1120
$56K ﹤0.01%
+562
1121
$56K ﹤0.01%
+505
1122
$56K ﹤0.01%
+1,004
1123
$56K ﹤0.01%
+1,944
1124
$56K ﹤0.01%
+1,362
1125
$55K ﹤0.01%
+1,734
43 44
45
46 47