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
1726
$6K ﹤0.01%
+675
1727
$6K ﹤0.01%
+491
1728
$6K ﹤0.01%
460
1729
$6K ﹤0.01%
390
1730
$5K ﹤0.01%
120
1731
$5K ﹤0.01%
+294
1732
$5K ﹤0.01%
90
1733
$5K ﹤0.01%
631
1734
$5K ﹤0.01%
+434
1735
$5K ﹤0.01%
490
1736
$5K ﹤0.01%
90
1737
$5K ﹤0.01%
140
1738
$5K ﹤0.01%
250
1739
$5K ﹤0.01%
399
1740
$5K ﹤0.01%
240
1741
$5K ﹤0.01%
280
1742
$5K ﹤0.01%
57
1743
$5K ﹤0.01%
+293
1744
$5K ﹤0.01%
150
1745
$5K ﹤0.01%
+1,258
1746
$5K ﹤0.01%
+894
1747
$5K ﹤0.01%
970
1748
$5K ﹤0.01%
+749
1749
$5K ﹤0.01%
+286
1750
$5K ﹤0.01%
290
68 69
70
71 72