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
1751
$4K ﹤0.01%
110
1752
$4K ﹤0.01%
120
1753
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201
1754
$4K ﹤0.01%
72
1755
$4K ﹤0.01%
452
1756
$4K ﹤0.01%
630
1757
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64
1758
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1759
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60
1760
$4K ﹤0.01%
1,130
1761
$4K ﹤0.01%
200
1762
$4K ﹤0.01%
+1,960
1763
$4K ﹤0.01%
70
1764
$3K ﹤0.01%
524
1765
$3K ﹤0.01%
190
1766
$3K ﹤0.01%
70
1767
$3K ﹤0.01%
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1768
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1769
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1770
$3K ﹤0.01%
280
1771
$3K ﹤0.01%
110
1772
$3K ﹤0.01%
18
1773
$3K ﹤0.01%
320
1774
$3K ﹤0.01%
1
1775
$3K ﹤0.01%
1,413
69 70
71
72 73