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
1476
$23K ﹤0.01%
+839
1477
$23K ﹤0.01%
+649
1478
$23K ﹤0.01%
+715
1479
$23K ﹤0.01%
+870
1480
$23K ﹤0.01%
+2,806
1481
$23K ﹤0.01%
+1,183
1482
$23K ﹤0.01%
+1,609
1483
$23K ﹤0.01%
+1,400
1484
$23K ﹤0.01%
+791
1485
$23K ﹤0.01%
+5,953
1486
$23K ﹤0.01%
+1,173
1487
$23K ﹤0.01%
734
-4,582
1488
$23K ﹤0.01%
+1,077
1489
$22K ﹤0.01%
+1,142
1490
$22K ﹤0.01%
+401
1491
$22K ﹤0.01%
+52
1492
$22K ﹤0.01%
1,070
1493
$22K ﹤0.01%
+996
1494
$22K ﹤0.01%
+1,297
1495
$22K ﹤0.01%
+1,070
1496
$22K ﹤0.01%
+913
1497
$22K ﹤0.01%
+1,806
1498
$22K ﹤0.01%
90
1499
$21K ﹤0.01%
1,000
1500
$21K ﹤0.01%
+894
58 59
60
61 62