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
1576
$16K ﹤0.01%
+481
1577
$16K ﹤0.01%
+418
1578
$16K ﹤0.01%
720
1579
$16K ﹤0.01%
+379
1580
$16K ﹤0.01%
+803
1581
$16K ﹤0.01%
+1,605
1582
$16K ﹤0.01%
+1,692
1583
$15K ﹤0.01%
+591
1584
$15K ﹤0.01%
354
1585
$15K ﹤0.01%
1,470
1586
$15K ﹤0.01%
+1,154
1587
$15K ﹤0.01%
960
1588
$15K ﹤0.01%
+692
1589
$15K ﹤0.01%
3,252
1590
$15K ﹤0.01%
+990
1591
$15K ﹤0.01%
700
1592
$15K ﹤0.01%
+795
1593
$15K ﹤0.01%
703
1594
$15K ﹤0.01%
+1,214
1595
$15K ﹤0.01%
+444
1596
$15K ﹤0.01%
+1,682
1597
$15K ﹤0.01%
+581
1598
$14K ﹤0.01%
+867
1599
$14K ﹤0.01%
1,153
1600
$14K ﹤0.01%
+710
62 63
64
65 66