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
176
$1.65M 0.12%
33,901
+100
177
$1.64M 0.12%
20,369
+12,003
178
$1.61M 0.12%
10,104
-1,827
179
$1.61M 0.12%
54,545
-2,217
180
$1.6M 0.12%
15,063
-2,376
181
$1.59M 0.12%
16,432
-2,506
182
$1.59M 0.12%
20,764
-1,100
183
$1.59M 0.12%
22,632
-2,500
184
$1.57M 0.12%
21,567
+13,242
185
$1.55M 0.12%
20,347
+9,475
186
$1.55M 0.11%
7,282
-917
187
$1.54M 0.11%
22,184
+15,125
188
$1.53M 0.11%
9,300
+265
189
$1.52M 0.11%
28,300
-806
190
$1.51M 0.11%
28,570
+964
191
$1.51M 0.11%
18,731
+1,173
192
$1.51M 0.11%
12,458
-1,261
193
$1.5M 0.11%
58,365
-5,595
194
$1.5M 0.11%
24,653
+1,545
195
$1.49M 0.11%
35,595
+3,652
196
$1.46M 0.11%
13,741
+10,097
197
$1.44M 0.11%
21,453
-2,520
198
$1.42M 0.11%
104,018
+2,689
199
$1.38M 0.1%
10,855
-112
200
$1.34M 0.1%
8,285
-537
6 7
8
9 10