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
1526
$19K ﹤0.01%
+355
1527
$19K ﹤0.01%
+688
1528
$19K ﹤0.01%
+910
1529
$19K ﹤0.01%
+1,198
1530
$19K ﹤0.01%
+121
1531
$19K ﹤0.01%
+1,093
1532
$19K ﹤0.01%
+918
1533
$19K ﹤0.01%
230
1534
$19K ﹤0.01%
365
1535
$18K ﹤0.01%
+678
1536
$18K ﹤0.01%
+375
1537
$18K ﹤0.01%
310
1538
$18K ﹤0.01%
223
1539
$18K ﹤0.01%
+1,728
1540
$18K ﹤0.01%
+1,086
1541
$18K ﹤0.01%
550
1542
$18K ﹤0.01%
+630
1543
$18K ﹤0.01%
+1,042
1544
$18K ﹤0.01%
+517
1545
$18K ﹤0.01%
+1,073
1546
$18K ﹤0.01%
+749
1547
$18K ﹤0.01%
+588
1548
$18K ﹤0.01%
+949
1549
$17K ﹤0.01%
+586
1550
$17K ﹤0.01%
+275