LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
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
101
$2.73M 0.2%
44,517
+2,855
102
$2.71M 0.2%
40,437
-7,971
103
$2.71M 0.2%
25,729
-5,323
104
$2.69M 0.2%
85,389
-3,844
105
$2.68M 0.2%
11,314
-1,463
106
$2.61M 0.19%
36,906
-865
107
$2.58M 0.19%
67,276
-7,472
108
$2.58M 0.19%
26,530
-634
109
$2.57M 0.19%
21,508
-12
110
$2.54M 0.19%
24,987
+556
111
$2.52M 0.19%
26,305
+12,284
112
$2.49M 0.19%
17,893
-3,248
113
$2.49M 0.19%
114,820
-6,020
114
$2.49M 0.18%
28,309
+13,946
115
$2.48M 0.18%
29,643
-6,272
116
$2.48M 0.18%
14,308
-1,170
117
$2.45M 0.18%
137,595
+3,742
118
$2.41M 0.18%
114,020
-23,552
119
$2.4M 0.18%
17,399
-3,000
120
$2.4M 0.18%
14,071
-2,125
121
$2.4M 0.18%
85,024
-17,240
122
$2.39M 0.18%
42,206
-8,782
123
$2.38M 0.18%
17,186
+34
124
$2.38M 0.18%
42,782
-4,446
125
$2.38M 0.18%
5,893
-330