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
1376
$31K ﹤0.01%
+968
1377
$31K ﹤0.01%
+2,104
1378
$31K ﹤0.01%
1,860
1379
$31K ﹤0.01%
+1,462
1380
$31K ﹤0.01%
288
1381
$31K ﹤0.01%
292
1382
$31K ﹤0.01%
+237
1383
$31K ﹤0.01%
288
1384
$31K ﹤0.01%
+565
1385
$31K ﹤0.01%
+1,343
1386
$31K ﹤0.01%
+3,094
1387
$30K ﹤0.01%
+1,824
1388
$30K ﹤0.01%
+642
1389
$30K ﹤0.01%
1,983
+26
1390
$30K ﹤0.01%
+1,230
1391
$30K ﹤0.01%
+1,103
1392
$30K ﹤0.01%
639
1393
$30K ﹤0.01%
2,796
1394
$30K ﹤0.01%
+913
1395
$30K ﹤0.01%
+2,365
1396
$30K ﹤0.01%
+2,582
1397
$29K ﹤0.01%
+1,266
1398
$29K ﹤0.01%
+967
1399
$29K ﹤0.01%
3,270
1400
$29K ﹤0.01%
+974
54 55
56
57 58