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
1126
$55K ﹤0.01%
+1,846
1127
$55K ﹤0.01%
+3,113
1128
$55K ﹤0.01%
+1,339
1129
$55K ﹤0.01%
+1,909
1130
$55K ﹤0.01%
+2,360
1131
$55K ﹤0.01%
+1,145
1132
$55K ﹤0.01%
+2,062
1133
$54K ﹤0.01%
+1,025
1134
$54K ﹤0.01%
+816
1135
$54K ﹤0.01%
+2,673
1136
$54K ﹤0.01%
+131
1137
$54K ﹤0.01%
+2,169
1138
$54K ﹤0.01%
+2,177
1139
$54K ﹤0.01%
2,390
1140
$54K ﹤0.01%
+2,185
1141
$54K ﹤0.01%
+1,457
1142
$54K ﹤0.01%
+3,353
1143
$53K ﹤0.01%
+1,327
1144
$53K ﹤0.01%
980
1145
$53K ﹤0.01%
+1,013
1146
$53K ﹤0.01%
+1,005
1147
$53K ﹤0.01%
+1,770
1148
$53K ﹤0.01%
+699
1149
$53K ﹤0.01%
+1,803
1150
$53K ﹤0.01%
+4,225
44 45
46
47 48