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
351
$570K 0.03%
2,575
352
$569K 0.03%
11,091
+394
353
$568K 0.03%
14,628
-2,288
354
$560K 0.03%
16,310
355
$558K 0.03%
22,804
-510
356
$555K 0.03%
14,796
+50
357
$553K 0.03%
10,756
-252
358
$553K 0.03%
28,142
+255
359
$553K 0.03%
6,693
+1,436
360
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32,292
-5,326
361
$548K 0.03%
20,147
+383
362
$546K 0.03%
3,021
-80
363
$545K 0.03%
6,890
+25
364
$545K 0.03%
8,421
+7
365
$542K 0.03%
6,524
-132
366
$538K 0.03%
6,046
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367
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6,497
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368
$533K 0.03%
20,741
-4,598
369
$532K 0.03%
56,727
+186
370
$531K 0.03%
4,261
+83
371
$531K 0.03%
6,224
-239
372
$530K 0.03%
5,805
-138
373
$526K 0.03%
17,189
+60
374
$522K 0.03%
6,222
375
$521K 0.03%
2,576
+8
13 14
15
16 17