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
401
$476K 0.03%
4,818
-193
402
$475K 0.03%
2,499
-177
403
$473K 0.03%
6,068
+20
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$473K 0.03%
10,224
-802
405
$473K 0.03%
2,223
-50
406
$471K 0.03%
5,194
-183
407
$471K 0.03%
2,146
408
$471K 0.03%
3,920
-47
409
$471K 0.03%
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-75
410
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1,511
-103
411
$470K 0.03%
5,734
-113
412
$466K 0.03%
3,214
-5
413
$466K 0.03%
5,841
-17
414
$465K 0.03%
5,024
-75
415
$465K 0.03%
5,138
-308
416
$460K 0.03%
13,247
-266
417
$459K 0.03%
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418
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3,768
-4,127
419
$458K 0.03%
11,385
-337
420
$457K 0.03%
1,075
-66
421
$456K 0.03%
9,718
-417
422
$456K 0.03%
2,331
-4,236
423
$451K 0.03%
3,298
-48
424
$451K 0.03%
10,745
-37
425
$446K 0.03%
5,393
15 16
17
18 19