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
1426
$27K ﹤0.01%
+1,423
1427
$27K ﹤0.01%
760
1428
$27K ﹤0.01%
+1,430
1429
$26K ﹤0.01%
+811
1430
$26K ﹤0.01%
+2,256
1431
$26K ﹤0.01%
+1,365
1432
$26K ﹤0.01%
500
1433
$26K ﹤0.01%
790
1434
$26K ﹤0.01%
406
1435
$26K ﹤0.01%
+1,112
1436
$26K ﹤0.01%
+1,761
1437
$26K ﹤0.01%
+1,088
1438
$26K ﹤0.01%
+809
1439
$26K ﹤0.01%
+942
1440
$26K ﹤0.01%
+1,351
1441
$25K ﹤0.01%
2,692
+38
1442
$25K ﹤0.01%
+504
1443
$25K ﹤0.01%
440
1444
$25K ﹤0.01%
+2,812
1445
$25K ﹤0.01%
+808
1446
$25K ﹤0.01%
+1,146
1447
$25K ﹤0.01%
+427
1448
$25K ﹤0.01%
+704
1449
$25K ﹤0.01%
+1,487
1450
$25K ﹤0.01%
885
56 57
58
59 60