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
301
$720K 0.04%
2,260
+28
302
$719K 0.04%
16,300
303
$715K 0.04%
8,632
-176
304
$711K 0.04%
1,993
-16
305
$709K 0.04%
3,659
-64
306
$702K 0.04%
3,102
-108
307
$695K 0.04%
7,098
+67
308
$688K 0.04%
27,650
-650
309
$677K 0.04%
12,295
+211
310
$675K 0.04%
764
-46
311
$669K 0.04%
7,293
+55
312
$662K 0.04%
7,092
-36,606
313
$661K 0.04%
15,255
+1,264
314
$659K 0.04%
7,217
+40
315
$657K 0.04%
11,081
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316
$656K 0.04%
348
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3,016
318
$653K 0.04%
5,705
-38
319
$652K 0.04%
4,030
-37
320
$650K 0.04%
1,941
-54
321
$646K 0.04%
12,454
-100
322
$641K 0.04%
4,292
+134
323
$641K 0.04%
9,850
-330
324
$637K 0.04%
40,963
+197
325
$636K 0.04%
3,014
-6
11 12
13
14 15