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
276
$860K 0.05%
23,728
+599
277
$846K 0.05%
19,008
+433
278
$835K 0.05%
4,872
-81
279
$834K 0.05%
17,732
+263
280
$831K 0.05%
2,537
-174
281
$828K 0.05%
2,475
-70
282
$816K 0.05%
6,993
+172
283
$804K 0.05%
4,677
-259
284
$799K 0.05%
29,516
+160
285
$792K 0.04%
4,663
-36
286
$784K 0.04%
3,553
-14
287
$779K 0.04%
4,022
-79
288
$771K 0.04%
3,268
-42
289
$768K 0.04%
9,194
+237
290
$758K 0.04%
27,533
+434
291
$758K 0.04%
2,711
-44
292
$749K 0.04%
1,761
-63
293
$748K 0.04%
10,610
+267
294
$747K 0.04%
3,491
-91
295
$746K 0.04%
9,864
-349
296
$743K 0.04%
3,568
+255
297
$736K 0.04%
23,940
+300
298
$732K 0.04%
59,397
+2,658
299
$725K 0.04%
24,727
+221
300
$724K 0.04%
4,592
-5
10 11
12
13 14