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
201
$1.34M 0.1%
26,035
+593
202
$1.3M 0.1%
13,396
-12,426
203
$1.26M 0.09%
14,860
-627
204
$1.24M 0.09%
37,132
+4,438
205
$1.21M 0.09%
14,901
-53
206
$1.19M 0.09%
21,145
-607
207
$1.19M 0.09%
22,010
-1,596
208
$1.17M 0.09%
27,259
+2,218
209
$1.17M 0.09%
10,134
+309
210
$1.17M 0.09%
35,818
+1,738
211
$1.16M 0.09%
6,803
+254
212
$1.16M 0.09%
13,205
+1,192
213
$1.14M 0.08%
46,452
-43,912
214
$1.14M 0.08%
13,006
-629
215
$1.14M 0.08%
28,911
-238
216
$1.11M 0.08%
14,800
217
$1.1M 0.08%
43,410
-895
218
$1.1M 0.08%
24,148
-22,938
219
$1.08M 0.08%
16,216
+775
220
$1.07M 0.08%
26,900
221
$1.06M 0.08%
5,980
-144
222
$1.06M 0.08%
13,715
+1,173
223
$1.05M 0.08%
5,515
-265
224
$1.03M 0.08%
15,290
+1,614
225
$1.03M 0.08%
25,481
+3,352
7 8
9
10 11