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
251
$1.06M 0.06%
11,226
+235
252
$1.06M 0.06%
28,431
+955
253
$1.05M 0.06%
6,439
-245
254
$1.02M 0.06%
4,678
+49
255
$1.02M 0.06%
45,136
-178
256
$1.01M 0.06%
46,806
-1,985
257
$1M 0.06%
34,888
+524
258
$1M 0.06%
12,702
-123
259
$975K 0.06%
29,693
+1,662
260
$964K 0.05%
28,085
+1,046
261
$963K 0.05%
1,869
+1,489
262
$953K 0.05%
4,126
+87
263
$950K 0.05%
9,220
+24
264
$947K 0.05%
23,188
-24,336
265
$944K 0.05%
14,867
+349
266
$935K 0.05%
7,073
+163
267
$933K 0.05%
8,383
-166
268
$920K 0.05%
4,853
+115
269
$917K 0.05%
3,163
+62
270
$916K 0.05%
9,448
-228
271
$910K 0.05%
9,396
-4,443
272
$898K 0.05%
11,007
273
$898K 0.05%
15,182
+770
274
$886K 0.05%
2,948
+70
275
$881K 0.05%
4,975
+1,650
9 10
11
12 13