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
1251
$43K ﹤0.01%
+2,360
1252
$42K ﹤0.01%
+1,304
1253
$42K ﹤0.01%
+1,230
1254
$42K ﹤0.01%
+3,639
1255
$42K ﹤0.01%
+1,417
1256
$42K ﹤0.01%
1,260
1257
$42K ﹤0.01%
+2,267
1258
$41K ﹤0.01%
+1,160
1259
$41K ﹤0.01%
+877
1260
$41K ﹤0.01%
+623
1261
$41K ﹤0.01%
+475
1262
$41K ﹤0.01%
+1,273
1263
$41K ﹤0.01%
+620
1264
$41K ﹤0.01%
+818
1265
$41K ﹤0.01%
+1,497
1266
$41K ﹤0.01%
+940
1267
$41K ﹤0.01%
+2,940
1268
$41K ﹤0.01%
+800
1269
$40K ﹤0.01%
+2,068
1270
$40K ﹤0.01%
+3,189
1271
$40K ﹤0.01%
+448
1272
$40K ﹤0.01%
913
+522
1273
$40K ﹤0.01%
+907
1274
$40K ﹤0.01%
+1,766
1275
$40K ﹤0.01%
+463
49 50
51
52 53