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
1601
$14K ﹤0.01%
380
1602
$14K ﹤0.01%
1,096
1603
$14K ﹤0.01%
504
1604
$14K ﹤0.01%
+885
1605
$14K ﹤0.01%
+543
1606
$14K ﹤0.01%
+500
1607
$14K ﹤0.01%
767
1608
$14K ﹤0.01%
+707
1609
$14K ﹤0.01%
2,450
1610
$14K ﹤0.01%
340
1611
$14K ﹤0.01%
120
1612
$14K ﹤0.01%
900
1613
$14K ﹤0.01%
+1,197
1614
$14K ﹤0.01%
+2,171
1615
$14K ﹤0.01%
+1,681
1616
$14K ﹤0.01%
+1,400
1617
$14K ﹤0.01%
+1,573
1618
$14K ﹤0.01%
740
1619
$13K ﹤0.01%
+997
1620
$13K ﹤0.01%
400
-285
1621
$13K ﹤0.01%
+357
1622
$13K ﹤0.01%
+300
1623
$13K ﹤0.01%
+638
1624
$13K ﹤0.01%
1,680
1625
$13K ﹤0.01%
+197
63 64
65
66 67