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
126
$2.35M 0.17%
53,340
-11,344
127
$2.34M 0.17%
55,801
-2,092
128
$2.33M 0.17%
23,238
-7,554
129
$2.25M 0.17%
21,069
+236
130
$2.23M 0.17%
67,070
-34,273
131
$2.19M 0.16%
33,828
+2,376
132
$2.18M 0.16%
10,460
+853
133
$2.13M 0.16%
25,174
+1,072
134
$2.12M 0.16%
51,625
+2,804
135
$2.07M 0.15%
15,468
-1,429
136
$2.04M 0.15%
56,136
+27,288
137
$2.01M 0.15%
72,240
+540
138
$1.99M 0.15%
20,824
-2,384
139
$1.99M 0.15%
52,345
+1,784
140
$1.97M 0.15%
42,399
-1,978
141
$1.93M 0.14%
49,264
-2,780
142
$1.92M 0.14%
18,588
+1,070
143
$1.91M 0.14%
19,204
+11,107
144
$1.91M 0.14%
21,421
+250
145
$1.84M 0.14%
31,616
-2,687
146
$1.83M 0.14%
49,109
-785
147
$1.82M 0.14%
23,477
+1,319
148
$1.82M 0.14%
43,869
+2,141
149
$1.82M 0.14%
46,946
+3,292
150
$1.81M 0.13%
9,764
+5,782
4 5
6
7 8