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
1651
$11K ﹤0.01%
1,850
1652
$11K ﹤0.01%
2,608
1653
$11K ﹤0.01%
+843
1654
$11K ﹤0.01%
+1,263
1655
$11K ﹤0.01%
360
1656
$11K ﹤0.01%
107
1657
$11K ﹤0.01%
+315
1658
$11K ﹤0.01%
290
+274
1659
$11K ﹤0.01%
100
1660
$11K ﹤0.01%
+257
1661
$11K ﹤0.01%
+2,414
1662
$11K ﹤0.01%
+269
1663
$11K ﹤0.01%
700
1664
$10K ﹤0.01%
+856
1665
$10K ﹤0.01%
350
1666
$10K ﹤0.01%
540
1667
$10K ﹤0.01%
+763
1668
$10K ﹤0.01%
+445
1669
$10K ﹤0.01%
1,100
1670
$10K ﹤0.01%
600
1671
$10K ﹤0.01%
270
1672
$10K ﹤0.01%
250
1673
$10K ﹤0.01%
+966
1674
$10K ﹤0.01%
+2,060
1675
$10K ﹤0.01%
+402
65 66
67
68 69