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
$1.76B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,649
New
Increased
Reduced
Closed

Top Buys

1
+$94M
2
+$2.21M
3
+$1.34M
4
ED icon
Consolidated Edison
ED
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.18M

Top Sells

1
+$3.42M
2
+$2.99M
3
+$1.82M
4
AAPL icon
Apple
AAPL
+$1.54M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.14M

Sector Composition

1 Technology 17.95%
2 Healthcare 12.77%
3 Financials 11.59%
4 Industrials 9.67%
5 Consumer Staples 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.28M 0.07%
6,998
-329
227
$1.26M 0.07%
12,938
+322
228
$1.25M 0.07%
24,225
-896
229
$1.25M 0.07%
11,655
-1,479
230
$1.25M 0.07%
9,433
-402
231
$1.23M 0.07%
26,197
-179
232
$1.22M 0.07%
42,580
-7,450
233
$1.21M 0.07%
8,797
+405
234
$1.21M 0.07%
181,310
+4,497
235
$1.2M 0.07%
12,624
-1,939
236
$1.2M 0.07%
8,034
-144
237
$1.17M 0.07%
7,455
-222
238
$1.17M 0.07%
2,970
-2,593
239
$1.15M 0.07%
34,650
+60
240
$1.14M 0.06%
13,556
-112
241
$1.14M 0.06%
5,550
+3,690
242
$1.13M 0.06%
44,362
+1,370
243
$1.12M 0.06%
15,544
+370
244
$1.11M 0.06%
7,566
+328
245
$1.11M 0.06%
10,226
+235
246
$1.1M 0.06%
30,766
+20,406
247
$1.1M 0.06%
15,822
+57
248
$1.1M 0.06%
57,767
+980
249
$1.09M 0.06%
6,150
-2,136
250
$1.07M 0.06%
4,476
-182
8 9
10
11 12