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
1776
$3K ﹤0.01%
170
1777
$3K ﹤0.01%
142
-2
1778
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362
1779
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290
1780
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+4,167
1781
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76
-197
1782
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40
1783
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+549
1784
$3K ﹤0.01%
+1,445
1785
$2K ﹤0.01%
80
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500
1787
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1788
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1789
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77
1790
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334
1791
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1792
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75
1793
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1794
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1795
$2K ﹤0.01%
70
1796
$2K ﹤0.01%
30
1797
$2K ﹤0.01%
120
1798
$2K ﹤0.01%
85
1799
$2K ﹤0.01%
55
1800
$2K ﹤0.01%
150
70 71
72
73 74