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
1301
$38K ﹤0.01%
+1,443
1302
$38K ﹤0.01%
+1,753
1303
$38K ﹤0.01%
600
1304
$37K ﹤0.01%
+644
1305
$37K ﹤0.01%
+1,402
1306
$37K ﹤0.01%
+870
1307
$37K ﹤0.01%
+638
1308
$37K ﹤0.01%
+971
1309
$37K ﹤0.01%
1,000
1310
$37K ﹤0.01%
+993
1311
$37K ﹤0.01%
+899
1312
$37K ﹤0.01%
+2,037
1313
$37K ﹤0.01%
500
1314
$37K ﹤0.01%
+711
1315
$36K ﹤0.01%
+1,294
1316
$36K ﹤0.01%
+1,141
1317
$36K ﹤0.01%
+734
1318
$36K ﹤0.01%
307
1319
$36K ﹤0.01%
+5,275
1320
$36K ﹤0.01%
+2,052
1321
$36K ﹤0.01%
+734
1322
$36K ﹤0.01%
+2,672
1323
$36K ﹤0.01%
+684
1324
$36K ﹤0.01%
1,450
1325
$36K ﹤0.01%
+496
51 52
53
54 55