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
326
$636K 0.04%
4,056
-2,664
327
$628K 0.04%
16,353
+36
328
$627K 0.04%
20,928
+460
329
$620K 0.04%
13,702
-476
330
$620K 0.04%
1,620
-119
331
$616K 0.03%
5,773
-189
332
$616K 0.03%
12,659
-307
333
$614K 0.03%
636
-57
334
$608K 0.03%
1,857
-83
335
$608K 0.03%
3,323
336
$607K 0.03%
5,006
-40
337
$606K 0.03%
3,158
+147
338
$600K 0.03%
12,174
+176
339
$598K 0.03%
17,211
-210
340
$592K 0.03%
7,040
-213
341
$591K 0.03%
22,464
-1,080
342
$588K 0.03%
8,213
-421
343
$587K 0.03%
5,557
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344
$586K 0.03%
32,084
-1,696
345
$584K 0.03%
10,576
346
$583K 0.03%
3,432
-76
347
$582K 0.03%
3,165
-137
348
$575K 0.03%
26,949
+340
349
$575K 0.03%
2,416
-52
350
$570K 0.03%
3,340
-139
12 13
14
15 16