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
1501
$21K ﹤0.01%
580
1502
$21K ﹤0.01%
+281
1503
$21K ﹤0.01%
+836
1504
$21K ﹤0.01%
+687
1505
$21K ﹤0.01%
760
1506
$21K ﹤0.01%
+874
1507
$21K ﹤0.01%
+2,127
1508
$21K ﹤0.01%
+448
1509
$21K ﹤0.01%
+892
1510
$21K ﹤0.01%
+422
1511
$21K ﹤0.01%
+1,282
1512
$21K ﹤0.01%
+1,529
1513
$21K ﹤0.01%
530
1514
$20K ﹤0.01%
+435
1515
$20K ﹤0.01%
+2,970
1516
$20K ﹤0.01%
+846
1517
$20K ﹤0.01%
+581
1518
$20K ﹤0.01%
+1,258
1519
$20K ﹤0.01%
+981
1520
$20K ﹤0.01%
+364
1521
$20K ﹤0.01%
+3,099
1522
$19K ﹤0.01%
+996
1523
$19K ﹤0.01%
+848
1524
$19K ﹤0.01%
+1,814
1525
$19K ﹤0.01%
+725
59 60
61
62 63