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
151
$1.81M 0.13%
30,818
+16,949
152
$1.81M 0.13%
9,823
-962
153
$1.81M 0.13%
23,259
+2,113
154
$1.8M 0.13%
111,338
-2,855
155
$1.79M 0.13%
46,614
-103
156
$1.79M 0.13%
29,005
-322
157
$1.77M 0.13%
18,568
+349
158
$1.76M 0.13%
8,572
+100
159
$1.76M 0.13%
73,082
160
$1.75M 0.13%
31,365
+22,629
161
$1.74M 0.13%
17,907
+602
162
$1.71M 0.13%
35,786
-1,035
163
$1.7M 0.13%
45,863
+1,059
164
$1.7M 0.13%
36,245
-3,014
165
$1.7M 0.13%
18,159
-611
166
$1.68M 0.13%
41,506
-1,185
167
$1.68M 0.12%
11,868
+7,335
168
$1.68M 0.12%
21,137
-2,886
169
$1.67M 0.12%
18,068
-2,178
170
$1.66M 0.12%
9,628
+5,723
171
$1.66M 0.12%
15,308
-1,787
172
$1.66M 0.12%
50,134
+666
173
$1.66M 0.12%
33,195
+3,836
174
$1.65M 0.12%
32,001
-268
175
$1.65M 0.12%
18,560
-350
5 6
7
8 9