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
1351
$33K ﹤0.01%
+1,743
1352
$33K ﹤0.01%
+994
1353
$33K ﹤0.01%
+878
1354
$33K ﹤0.01%
+828
1355
$33K ﹤0.01%
+1,218
1356
$33K ﹤0.01%
+1,584
1357
$33K ﹤0.01%
+559
1358
$33K ﹤0.01%
+2,903
1359
$33K ﹤0.01%
+415
1360
$33K ﹤0.01%
+1,659
1361
$33K ﹤0.01%
790
1362
$33K ﹤0.01%
+1,049
1363
$32K ﹤0.01%
+2,100
1364
$32K ﹤0.01%
886
-48
1365
$32K ﹤0.01%
+1,000
1366
$32K ﹤0.01%
460
1367
$32K ﹤0.01%
+1,524
1368
$32K ﹤0.01%
+112
1369
$32K ﹤0.01%
+1,313
1370
$32K ﹤0.01%
+882
1371
$32K ﹤0.01%
+1,319
1372
$32K ﹤0.01%
+1,939
1373
$32K ﹤0.01%
+578
1374
$31K ﹤0.01%
+652
1375
$31K ﹤0.01%
140
53 54
55
56 57