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
1226
$45K ﹤0.01%
+1,116
1227
$45K ﹤0.01%
+3,869
1228
$45K ﹤0.01%
+2,048
1229
$45K ﹤0.01%
+1,293
1230
$45K ﹤0.01%
+3,029
1231
$44K ﹤0.01%
+771
1232
$44K ﹤0.01%
+1,209
1233
$44K ﹤0.01%
1,000
1234
$44K ﹤0.01%
+2,502
1235
$44K ﹤0.01%
+1,839
1236
$44K ﹤0.01%
+863
1237
$44K ﹤0.01%
+1,049
1238
$44K ﹤0.01%
+1,577
1239
$44K ﹤0.01%
+989
1240
$43K ﹤0.01%
+2,175
1241
$43K ﹤0.01%
1,340
1242
$43K ﹤0.01%
+942
1243
$43K ﹤0.01%
+1,333
1244
$43K ﹤0.01%
+2,592
1245
$43K ﹤0.01%
+604
1246
$43K ﹤0.01%
+493
1247
$43K ﹤0.01%
+1,896
1248
$43K ﹤0.01%
+1,041
1249
$43K ﹤0.01%
700
1250
$43K ﹤0.01%
6,474
+137
48 49
50
51 52