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
376
$521K 0.03%
1,097
-31
377
$519K 0.03%
10,212
+238
378
$519K 0.03%
2,672
-76
379
$519K 0.03%
6,612
-418
380
$516K 0.03%
8,408
-248
381
$513K 0.03%
1,845
382
$509K 0.03%
24,410
-640
383
$506K 0.03%
6,559
+4,354
384
$500K 0.03%
4,801
-3,645
385
$499K 0.03%
5,025
-112
386
$497K 0.03%
1,035
-13
387
$497K 0.03%
13,496
+155
388
$496K 0.03%
2,096
-92
389
$495K 0.03%
3,899
-84
390
$494K 0.03%
37,186
+34
391
$493K 0.03%
2,161
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392
$491K 0.03%
19,410
-243
393
$491K 0.03%
7,383
-272
394
$489K 0.03%
17,027
+1,863
395
$486K 0.03%
5,672
-3,887
396
$485K 0.03%
42,066
+219
397
$484K 0.03%
5,251
+27
398
$480K 0.03%
8,715
-1,007
399
$479K 0.03%
11,892
-18
400
$477K 0.03%
1,751
-55
14 15
16
17 18