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
1451
$25K ﹤0.01%
+375
1452
$25K ﹤0.01%
+1,996
1453
$25K ﹤0.01%
+572
1454
$24K ﹤0.01%
+87
1455
$24K ﹤0.01%
2,000
1456
$24K ﹤0.01%
+12
1457
$24K ﹤0.01%
+1,058
1458
$24K ﹤0.01%
+2,655
1459
$24K ﹤0.01%
2,800
1460
$24K ﹤0.01%
5,550
1461
$24K ﹤0.01%
+689
1462
$24K ﹤0.01%
+75
1463
$24K ﹤0.01%
+1,046
1464
$24K ﹤0.01%
+1,006
1465
$24K ﹤0.01%
+1,253
1466
$24K ﹤0.01%
+38
1467
$24K ﹤0.01%
+1,617
1468
$24K ﹤0.01%
+977
1469
$24K ﹤0.01%
+33
1470
$24K ﹤0.01%
+342
1471
$23K ﹤0.01%
+419
1472
$23K ﹤0.01%
+883
1473
$23K ﹤0.01%
+1,453
1474
$23K ﹤0.01%
+189
1475
$23K ﹤0.01%
+2,607
57 58
59
60 61